Richardson GMP
MAY 2017

Pensions for every Canadian

Almost every retired Canadian will benefit from predictable pension income whether from a Government or an employer sponsored plan. Business owners, professionals, executives and employees alike, can increase retirement savings, minimize tax and investment risk through pension planning.

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The case for a corporate executor

At the end of March, we hosted a seminar featuring Robert Mendenhall, a lawyer from the Richardson GMP Tax and Estate Planning Team. The topic was “The Duties of an Executor”. The seminar was very well attended and the feedback we received was that this is a very important topic for our clients to learn more about. Please see attached an excellent article entitled “The Case for a Corporate Executor” by CrossonVoyer. CrossonVoyer is a Vancouver-based Corporate Executor and Corporate Trustee.

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Thirty years of the loonie

With the 30th anniversary of our loonie fast approaching, we thought it would be itnteresting to look back to 1987 and a clip from the National.

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Everything, in retrospect, is obvious

In the classic 1980s movie Cocktail, young Brian Flanagan (played masterfully by Tom Cruise) shacks up with an older woman who basically becomes his New York City sugar momma. They met at a bar in the Jamaica and it was never going to work out but they made a go of it anyways. When things eventually come to an unceremonious end the woman pleads with him, “Please, I don’t want it to end this way.” Flanagan responds, “Everything ends badly, otherwise it wouldn’t end.”

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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

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.
 
Richardson GMP Limited, Member 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.  

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