Richardson GMP

Last chance!

Jefferson | Steele Partners is proud to be the presenting sponsor of the Barney Bentall and the Cariboo Express concert in support of the Potluck Café Society on Saturday, November 26 @ 7:30pm. For more information or to buy tickets, please click here! Make sure to let us know you’re coming so we can invite you to our private pre-show cocktail reception!

The Value of Values

Last month we featured an article by Karen Laprade on maintaining family harmony when sharing ownership and time at a family cabin. The Value of Values is part of a series which deals with family dynamics. In this article, Karen discusses the importance of communicating your values to yourself and your family. This process is important when discussing wealth and legacy with family members.
In our client survey which we completed in the spring of 2016, many clients noted they would like access to tools to help with holding family meetings and maintaining family harmony while dealing with wealth.

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Mindwise by Nicholas Epley

Book review by Dwight
Epley’s book is about mindreading. Not the clairvoyant, psychic kind… he is talking about your real sixth sense… your ability to infer what others are thinking, feeling, wanting, or intending. This ability, which originates in your medial prefrontal cortex, forms the basis of all social interaction: it’s what allows large societies to function.

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Estate Conflicts

Conflict is a normal part of life. It should not surprise us, then, that conflict may be a normal part of the end of our lives. When we die, we leave our family and friends to deal with a state of affairs that a mix of emotions, personal relationships, and money. Perhaps, there is no situation that is more set up for conflict than death itself.

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Dwight Jefferson, CIMA®
Senior Vice President
Portfolio Manager
Tel.: 604.640.0555 • Email

Tyler Steele, CFA
Senior Vice President
Portfolio Manager
Tel.: 604.640.0554 • Email

Paul Rietkerk, CIM, FMA
Portfolio Manager
Tel.: 604.640.0562 • Email

Neil Kumar, CIM®
Portfolio Manager
Tel.: 604.640.0406 • Email

Wendy Lloyd
Tel.: 604.640.0556 • Email

Jessica Dewey
Tel.: 604.640.0405 • Email

Brenda Geib, BA
Tel.: 604.640.0559 • Email

Richardson GMP Limited
500 – 550 Burrard Street
Vancouver, BC V6C 2B5

Toll Free: 1.866.640.0400
Fax: 604.640.0300

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The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson GMP Limited or its affiliates. Assumptions, opinions and estimates constitute the author's judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results. The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own legal or tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances. Insurance services are offered through Richardson GMP Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC, NB, NS, PEI and NL. Additional administrative support and policy management are provided by PPI Partners. Richardson GMP Limited is a member of Canadian Investor Protection Fund. Richardson is a trade-mark of James Richardson & Sons Limited. GMP is a registered trade-mark of GMP Securities L.P. Both used under license by Richardson GMP Limited.