Richardson GMP
MARCH 2018

Name change coming…

Starting April 1st you will notice we have a new team name! To recognize Neil Kumar becoming a partner, we are changing the team name from Jefferson | Steele Partners to JSK Partners!

What is a good credit score?

Knowing your Credit Score and reviewing your Credit Report are important tools in your financial planning tool-kit. Many of our clients don’t have debt, but may have children or grandchildren who could benefit from this knowledge, so please feel free to share. Having a lower or higher score will directly impact your cost of borrowing and access to credit. We have attached two articles on how to check your Credit Score and Credit Report. Please let us know if you have any questions.

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Get ready for the vicious hidden tax we haven’t seen in more than a generation

The market’s recent correction has been blamed on three factors. Investors can’t do much about two of them. First, high valuations after a long and strong bull market mean returns will probably be lower from here. The odds of a happy outcome are simply reduced by the higher starting point.

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Alter Ego Trusts & Joint Partner Trusts

In its simplest form, a trust provides a method for an individual (the settlor) to transfer legal title of property to another person (the trustee) who in turn has a fiduciary responsibility for administering the property on behalf of the beneficiary.

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2018 Trends in Garden Design

As we’ve just crossed from Winter into Spring, we thought it would be nice to focus on the garden and getting outside.

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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

Neil Kumar, CIM®
Vice President
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.