Richardson GMP
JUNE 2016

Client Feedback Survey

A big thank you to all our clients who completed our online Client Feedback Survey last month. The response rate was over 27%, which is terrific in surveys of this nature. Your responses help us in several ways: highlighting the issues that concern you, and identifying areas in which we can serve you better.

A couple of interesting themes from the survey:

  • clients want advice on discussing their finances with family, holding family meetings, and educating millennials about money
  • clients want to better understand how our investment approach protects you in down markets.

We will be sure to discuss these and several other important findings with you individually at your next review.

In summary, we are flattered and gratified by your responses. Again, thanks for helping us help you.


Richardson doubles capacity at Vancouver Port Terminal and sets shipping records

As you drive across the Second Narrows Bridge from Vancouver to North Vancouver, you may have noticed construction over the last 18 months to expand one of the grain shipping terminals. The terminal is run and owned by Richardson International, which is a sister company of Richardson GMP. Last year the terminal shipped 5.2 million tons of grain out of the Port of Vancouver. It is a key piece of infrastructure to get Canadian grain to global markets.

Read full article

First-Time Donor’s Super Credit    

The First-Time Donor’s Super Credit (“Super Credit”) was announced by the federal government in Budget 2013. It adds 25 percentage points to the federal charitable tax credit for eligible donors.

Read full article

Estate Record Keeper

Many of our clients have found the Estate Record Keeper to be of value. Use it to list all of your important personal, financial and estate information, as well as key contacts.

Download the PDF


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.