Richardson GMP

Estate Planning

We consider Estate Planning a vital part of a healthy financial situation. For those who would like to know more about the process, here’s a link to our Estate Planning Checklist. The Checklist provides you with a quick introduction to what’s involved. We work with you to ensure your Tax, Estate, and Financial Planning needs are covered. Talk to us if your plan needs an update, or if you want to begin the planning process. Our clients with written plans in place are one step closer to financial peace of mind.

— Dwight

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RRSP and TFSA reminder

The deadline to contribute to your RRSP for the 2015 tax year is Monday, February 29, 2016.

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“Red Notice” by Bill Browder

Book review by Dwight

It occurs to me that perhaps it’s a sad commentary on our times that non-fiction books about the financial world can read like best-selling spy novels, but that’s exactly what composed my Christmas reading list… five books, one by Zane Grey on blue water fishing in Tahiti, and four on the world of finance and geopolitics.

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Guaranteed Investment Certificates (GICs)

Did you know you can purchase GICs from Jefferson|Steele Wealth Management?

After our piece on Guaranteed Investment Certificates (GICs) in our September Newsletter, we have had many good discussions with clients who had not realized we could buy GICs on their behalf. We thought it would be timely to remind clients of a couple reasons to talk to us about GIC investing.

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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
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.