The next generation of wealth.

Let us simplify your life and help you reach your financial goals.

Focusing on you and your financial milestones, we take a personalized approach to managing your wealth. Our knowledgeable and dedicated team cover the many facets of wealth management. Putting your interests first, we commit ourselves to delivering the highest levels of service to our valued clients. We create comprehensive and customized financial strategies for our clients encompassing tax, estate and philanthropy. In doing so, we empower you to make the best financial decisions both now and in the future.

We take the time to understand your needs and develop diversified portfolios that participate in market gains while minimizing volatility. We look at your personal circumstances, navigating investment decisions with an objective risk management process that takes the emotion out of investing.

No matter where your journey takes you, we will be there to support you with unbiased advice and proven strategies that help you protect and grow your wealth.

 

 


Events
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Robert McLean
Date: Jun 11, 2020 08:00 PM - 09:00 PM Pacific Daylight Time
Location: Secure Online Webex Vancouver, BC

The last few months have seen dramatic changes to how we live, work, and invest. Markets have seen unprecedented volatility and many valuations have been adjusted along with our expectations for what ‘normal’ will look like in a post-pandemic world.

  • Saving, Investing and a Stock Market Update

  • Real Estate in Greater Vancouver Update by Marty Majerski (ReMax)

  • Credit Conditions & Mortgage Approvals by Dave O'Mahony (BMO)

  • Current Opportunities

  • Open Q&A

RSVP
Millennial Wealth - March Madness *** POSTPONED TBD ***
Date: Mar 31, 2020 09:30 PM - 11:30 PM Pacific Daylight Time
Location: 1055 West Hastings St. Suite 2200 Vancouver, BC V6E2E9

For many young adults, the financial skills needed to survive and thrive in today’s world were not taught in school. Countless millennials are burned in trials by fire. The pain of missing a payment on a phone bill, carrying a balance on a credit card or bouncing a cheque have burned hard lessons into a generation that was rarely advised on how to manage money.

 

 

Special Guests: Marty Majerski, Real Estate & Dave O’Maho​​​​​​​ny, Credit & Lending 

In an open forum, we will discuss:

  • Strategies for financial success

  • Saving, Investing and a Stock Market Update

  • Real Estate in Greater Vancouver Update

  • Mortgages and Lending Strategies

  • Managing taxes and fees

RSVP
Latest Blog Posts
Dec The Halls
Author: Robert McLean
December 2020 Please join us in sharing our best wishes with Karen as she starts her maternity leave this week. We look forward to... Read more
Richardson GMP has a new name: Richardson Wealth
Author: Robert McLean
November 2020 Richardson GMP has a new name: Richardson Wealth Our team continues to provide you with the same commitment to service... Read more
America Decides
Author: Robert McLean
November 2020 Markets do not like uncertainty. Unfortunately, we may have several weeks of uncertainty if there’s no clear election... Read more

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2020 year-end tax planning checklist
Our annual year-end tax-planning checklist is available with important updates, including tax implications of the federal government’s pandemic relief measures.
Start planning early for this unprecedented tax season. Find your checklist here.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

22 February 2021
Valuations – Not as high as you think
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16 February 2021
Waves of money
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February 2021
Investor Strategy: Little Mania to start 2021
View article