A comprehensive range of services

“Left brain/Right brain” wealth planning

As an integrated team of highly experienced advisors, we offer a comprehensive range of services. Strategic wealth planning is by definition multi-faceted, combining the quantitative and analytical skills of portfolio investing and money management with the holistic, intuitive and emotional-intelligence skills required to develop a comprehensive wealth plan. We liken our approach to the proverbial left-brain/right-brain way of thinking – leveraging the full potential of each “hemisphere” to create a more balanced, and therefore more effective, long-term plan.

We are committed to building a long-term relationship with you. By understanding your personal objectives and unique circumstances, we can provide you with customized solutions that meet the full range of your financial needs — both today and into the future.

Tax & Estate Planning

We collaborate closely with our in-house Tax & Estate Planning professionals including lawyers, accountants, financial planners, and insurance analysts to deliver customized wealth management solutions designed to address your inter-related tax, estate, insurance, philanthropic and succession needs.

Portfolio management

MBP Sterling Partners Investment Committee

Rigorous asset allocation is at the core of our approach to money management. We work with you through a consultative process to identify your risk tolerance, income requirements and long-term financial goals. Once the asset allocation is determined, we use a disciplined process to ensure that your portfolio is constructed in a way that is customized to you. This includes discretionary managed portfolios, proprietary portfolios, third party management, or a combination of all three.

A suite of exceptional investment solutions

To address your unique needs, we continuously research and source a suite of best in class investment opportunities including:

  • Individual securities
  • Proprietary growth strategy portfolios accessible only through MBP Sterling Partners and Richardson Wealth. Sterling mandates include: Canadian Dividend Growth, Core Growth, and U.S. Growth. 
  • Trusted third party managers
  • Alternative asset classes which help reduce portfolio risk and exposure to market cycles.
  • ESG Investing
  • Tax efficient investments
A Sterling track record

Access the proprietary MBP Sterling Partners Managed Portfolios. This includes the Canadian Dividend Growth Portfolio which is ranked #1 in Canada over 3 and 10 years, and #2 over 5 years. (Source: Mercer.) Contact our team for more information.

The benefits of diversification

Regardless of prevailing investment trends or market darlings, diversification is critical because no one can predict how global markets will move economically, geographically and from a legal and government policy perspective. That's why we diversify your holdings not only by asset class, including fixed income, international equities and alternative investments, but also by geography, style of investment, market capitalization and type of investment.

Key planning considerations & stages of wealth

Accumulation
  • A customized financial plan
  • Investment planning & portfolios
  • Insurance planning
  • TFSA
  • RRSP
  • RESP
  • IPP
Preservation
  • Tax-efficient strategies
  • Insurance strategies
  • Retirement planning
  • Estate planning
Transition
  • Trust services
  • Business succession
  • Philanthropy & legacy planning
  • Cottage succession
  • Widowhood
  • Divorce
  • Inheritance