Richardson GMP
MARCH 2016

2015 Taxes

Your tax checklist has been mailed to you and lists your specific slips. This is the second year these have been provided and we’re hopeful they simplify and clarify which slips you can expect to receive and the timing. We welcome any feedback you have, and hope we can make the experience even better going forward. We do anticipate there will be a few slips missing from the checklist. For a more general overview of what to expect, please click the link below.

View the 2015 Tax Reporting Brochure


Over the past several months, we have been approached by several of our clients inquiring about transferring funds abroad. We thought it would be timely to send a reminder to our clients about the simple and cost effective foreign exchange service that Richardson GMP clients have exclusive access to through CanadianForex...

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Due Diligence

Merriam-Webster defines Due Diligence in two ways:

  1. The care that a reasonable person exercises to avoid harm to other persons or their property;
  2. Research and analysis of a company or organization done in preparation for a business transaction.

Our team takes the process of Due Diligence very seriously. We have a multi-step process to ensure we continue to use best in class investments in our client portfolio...

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History of St. Patrick’s Day

St. Patrick’s Day is celebrated on March 17, and is the anniversary of the saint’s death in the fifth century. The Irish have observed this day as a religious holiday for over 1,000 years. On St. Patrick’s Day, which falls during the Christian season of Lent, Irish families would traditionally attend church in the morning and celebrate in the afternoon...

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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

Paul Rietkerk, CIM, FMA
Portfolio Manager
Tel.: 604.640.0562 • Email

Neil Kumar
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.