Richardson GMP
JUNE 2017

Jefferson | Steele Partners welcomes Eddie Gudewill

Please join us in welcoming Eddie Gudewill back to the Jefferson|Steele team and Richardson GMP!

Eddie is re-joining the team after nearly 6 years working elsewhere in Vancouver, including Raymond James as an Equity Research Associate and ACM Advisors as a Fund Analyst.

Born in Victoria, Eddie has lived in Vancouver since graduating from the University of Calgary in 2010. In his downtime he enjoys fishing, golfing, hunting and playing squash.

Dwight’s fishing trip to Christmas Island

Fishing in paradise… Kiribati (pronounced “Keerabas”) is an island nation in the South Pacific, comprising 33 small coral atolls (total land mass about 800 square kilometres) spread over 3,500,000 square kilometres of ocean!

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Amazon has become a verb

Having recently completed the book “The Everything Store” by Brad Stone, I gained much greater insight into the mindset of Amazon as a company and the grand vision of its brilliant founder, Jeff Bezos.

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Canada Pension Plan (CPP) sharing

Many people are not aware that spouses (or partners) can share CPP retirement payments if both are 60 years of age or older. This article will explain how CPP sharing can be an effective tax strategy for your retirement plan.

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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

Wendy Lloyd
Associate
Tel.: 604.640.0556 • Email

Jessica Dewey
Associate
Tel.: 604.640.0405 • Email

Brenda Geib, BA
Associate
Tel.: 604.640.0559 • Email

Eddie Gudewill
Assistant
Tel.: 604.640.0562 • Email

Richardson GMP Limited
500 – 550 Burrard Street
Vancouver, BC V6C 2B5

Toll Free: 1.866.640.0400
Fax: 604.640.0300

www.JeffersonSteele.ca

    
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.