Getting Started

pyramid

Richardson GMP embraces investment fiduciary excellence

We were the first wealth management firm in Canada to earn Centre for Fiduciary Excellence (CEFEX) certification.

There has never been a more important time in the financial industry for wealth management firms to work diligently to earn clients trust. Richardson GMP is taking a leadership position on this important issue and has earned the CEFEX seal of approval for our Portfolio Management and Separately Managed Account Platforms.

Your personal financial strategy involves many steps. We take you through the pyramid above to make sure that your foundation is solid and that your financial plan matches your objectives. When completed, your financial pyramid will provide better results, and the security of knowing that your bases are covered.

We are available to start building your plan to help you achieve your financial goals with special attention to the details that make you unique. Contact us to get the process off the ground.

The Stevenson Vooys Team