Richardson GMP partners with U.S.-based Dynasty

Richardson GMP today announced that it has formed a strategic relationship with Dynasty Financial Partners, a U.S.-based network of independent investment advisors.

Read: 4 ways to save cross-border tax

The reciprocal relationship will enable Richardson GMP to offer a broad range of wealth management products and services to Dynasty clients in Canada and allow Dynasty to provide services for Richardson GMP clients in the U.S.

Based in New York, with 17 firms across the U.S., Dynasty manages over $16 billion in client assets.

Also read:

Americans living in Canada face more tax considerations

Your client may be a U.S. citizen — and not know it

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.