Richardson GMP

You’re invited to a special event:
Willing Wisdom with Tom Deans, Ph.D.

Join us on Thursday, November 16th for a compelling seminar with Tom Deans, Ph.D., author of the best-selling books Willing Wisdom — 7 Questions Successful Families Ask and family business book Every Family's Business.

"Willing Wisdom seeks to change the perception of what a Will is and what it can be. It aims to ignite the passion in the hearts and minds of everyday people — people rich and poor — to use their Will to invest in what ought to matter most — relationships."  

Join us as Tom speaks passionately about gaining the confidence to hold family meetings to discuss wealth and its inevitable transfer to family and the community.

Date Thursday, November 16th, 2017
Time 5:15 pm – 7:30 pm

5:15 pm: Registration, cocktails & hors d’oeuvres
6:00 pm: Tom Deans Presentation
Location The Fairmont Hotel Vancouver
900 West Georgia Street (

Parking is available on site

Make a night of it!
Hotel Vancouver is offering a special rate of $209/night to make attending easier! After you RSVP as above, please use this link to book your hotel room online:
(book now—there’s a 48 hour cancellation policy)
We look forward to seeing you there!

Book review by Tyler

Strangers in Paradise was written by James Grubman Ph.D., a faculty member at Bentley University. He created the first graduate level only course in the USA on the psychology of financial planning. The book discusses the challenges that families and individuals encounter when they come into new and significant wealth. He follows three fictional families through several generations, as examples of what to do and what is best avoided in navigating the challenges of handling wealth.

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The Coming Renaissance of Macro Investing

In the summer of 1974, Treasury Secretary William Simon traveled to Saudi Arabia and secretly struck a momentous deal with the kingdom. The U.S. agreed to purchase oil from Saudi Arabia, provide weapons, and in essence guarantee the preservation of Saudi oil wells, the monarchy, and the sovereignty of the kingdom. In return, the kingdom agreed to invest the dollar proceeds of its oil sales in U.S. Treasuries, basically financing America’s future federal expenditures.

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Lorica — What We Think

It has been almost one year since the US election, but in terms of implementation of President Trump’s economic agenda, not too much has happened. Yet the US stock market is up 18% (S&P 500 Index), US corporate and high yield spreads have narrowed by 30 and 144 bps respectively (Bloomberg Barclays US Corporate Bond Index and BofA Merrill Lynch US High Yield Option-Adjusted Spread). Perhaps most significantly for capital markets, the Fed is no longer scared to tighten policy, although markets seem the least bit concerned.

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QV — A Review of Risks and Rewards

Economists and market commentators have been touting the increasing risks across asset markets for some time. However, seemingly unflustered by any mounting pressure, major stock markets around the world continue to reach new highs.

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Barney Bentall and the Cariboo Express are coming Saturday, November 25 and we want YOU to join us!

The 12th 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 25th, 2017 at 7:15 pm.

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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®
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.