Richardson GMP

Newsletter survey

We would like to thank all our clients who took the time to complete our survey on The Independent Source. Your feedback is extremely valuable to us. One lucky client who gave their name won a $250 VISA Gift Card.
We will be working to improve the content and the look of the newsletter over the coming months. Some general themes from the survey results are:

  • Clients like the name “The Independent Source”, and most are aware that the team creates the content for the newsletter.
  • There is an appetite to have more content on emerging trends in the investment world, such as blockchain and artificial intelligence, and how this could impact investors.
  • Clients would like to see more articles on tax and estate planning, market updates, and practical tips on managing wealth.
  • Clients would like to see less book reviews.
  • Most clients are happy receiving the newsletter on a monthly basis.

If you didn’t get a chance to take the survey and would like to make comments or suggestions about our newsletter, please email us or give us a call. We would love to hear from you.

Personal tax strategies

Reducing and deferring the tax you pay

Investing time and effort as you prepare your personal tax returns can result in substantial tax savings. To assist you in identifying potential opportunities to reduce taxes and protect your family’s wealth, we have prepared this education report.

Read full article

Volatility 101: An introduction to market volatility

Why are stocks such a volatile asset class? There’s no simple answer, but one reason is that there are countless factors that can affect a company’s future profits, and many potential interpretations of those factors by millions of investors around the world.

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Bear Beta

The S&P 500 has just completed its best reporting season in a heck of a long time, with growth in earnings of 25% and sales of 10%. It’s hard to complain. Not to be outdone, the TSX is on track to post 20% earnings growth and 16% sales growth. Bond yields, while higher relative to the past half decade, remain somewhat contained in a range that the market appears to be comfortable with. The global economy continues to grow at a decent pace and this growth is very broad based. This is the ‘glass half full’ side of the current macro picture.

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Dr. Pippa Malmgren: Social Media Data Mining is the new Geopolitical Frontier

Here is a very interesting podcast from Macro Voices and well renowned Geopolitical Analyst Pippa Malmgren. They discuss world politics, trade, data mining and artificial intelligence. It will blow your mind.

  • Fast forward past the intro to the 20 minute mark to get to Pippa’s segment:
  • Transcript of the podcast interview for this episode

Barney Bentall and the Cariboo Express are coming Saturday, November 24 and we want YOU to join us!

The 13th annual Barney Bentall & The Cariboo Express concert in support of Potluck Cafe Society will be held at the Vogue Theatre in Vancouver on Saturday, November 24th, 2018 at 7:15 pm.
Fantastic music + charitable cause = a must-do event for JSK Partners clients!

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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, NS and PEI. 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.