With the RM Group at GMP Private Client it is all about risk management and taking care of clients pure and simple. Whether they are high net worth individuals, institutions or corporations we offer clients unsurpassed service and execution of trades for those who want it and help develop diversified portfolios for those who need it.
People work too hard for their money to invest without a plan. And the first and only plan is to have a well diversified portfolio that will protect in times of uncertainty.
Protection against capital loss is paramount and forms the backbone of our thinking. We are not concerned with benchmarks-rather absolute returns.
At the RM Group we accomplish this with our diversified approach to investing. Clients may allocate assets among affiliated and unaffiliated investment managers, fixed income products, specialty funds, mutual funds and as opposed to individual equities- through our focused approach on exchange traded funds (ETFs) which offers an extra layer of protection and safety.
While it is human nature to look at day to day market volatility our focus remains on the longer term and the abundance of worldwide opportunities that exists. And in devising a wealth management strategy including charitable giving there is nothing more important than maximizing tax efficiency. While we are not tax advisors we do work pro-actively with our client’s legal and tax councils to arrive at the best possible strategies to achieve this.
We believe in accountability and transparency. This includes offering truly independent advice without the pressure and incentives to place assets into proprietary products. We have complimented our GMP Securities L.P. research with third-party Canadian and US international research to ensure multiple opinions. Then, we use our own common sense and “out of the box” thinking. In effect, this is what helps differentiate us.