Richardson GMP


Review by Eddie

Last week we brought Tom Deans, Ph.D, and author of Willing Wisdom, in to speak to a crowd of 150 clients, colleagues, and friends of Richardson GMP. It was a very well received event by all with lots of takeaways to think about.

His speech and books contend that family has emerged as the greatest economic driver of all time. But the question remains: How can wealth be transferred successfully without destroying the recipient and the wealth itself? We are currently undergoing the greatest generational transfer of wealth in history and Deans writes about concepts to plan for a successful transition. Essentially, how you leave your money and possessions — i.e. what is drafted in your will — is just as important as what you leave.

We live in a culture that is in awe of wealth and all that it can provide. We also live in a culture that finds it difficult to talk about and contemplate death. The two are inextricably connected. Tom did an excellent job starting the conversation for our guests; we saw that first hand at this event. But rarely does he finish them, leaving that to readers and their families, friends and us, your advisor.

For those that were not able to attend and would like more information, we strongly recommend you visit Tom’s website ( and take the “Estate Planning Readiness Questionnaire”. It takes about 10-15 minutes to complete and in return you will receive a personalized and confidential report detailing your family’s estate planning readiness. If you are interested, please let us know; we have a limited number of voucher-codes available.

The time to start planning your estate and communicating that plan is now. To finish with a quote from Tom:

“It is remarkably easy to predict which families will preserve inherited capital, manage each other’s care and avoid destructive litigation. One need only look at an individual’s commitment to planning, implementing and communicating basic information to family and friends while they have the capacity and the wisdom to will.”

Author/Professional Speaker, Thomas William Deans Ph.D.


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

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

Eddie Gudewill, CFA
Portfolio Manager
Tel.: 604.640.0562 • 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


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.