Michael Andersen PFP, BAS
Director, Wealth Management, Investment Advisor
Tel: 905.615.5657 Toll Free: 1.855.736.5657
LinkedIn

With more than 15 years experience in financial services and a business degree from York University, Michael has completed the Canadian Securities, Conduct and Practices Handbook and Professional Financial Planning courses through the Canadian Securities Institute. Michael is committed to ongoing education and attends industry seminars throughout the year to stay abreast of changing legislation and new investment solutions.

Michael enjoys life in the community of Etobicoke with his wife Tina and son Simon. He is an avid reader and is passionate about travel, cooking and architecture and design. When Michael’s busy schedule permits time, you’ll find him playing basketball or on the golf course.

Darren Midgley PFP®, CIM®
Vice President, Investment Advisor
Tel: 905.615.5658
LinkedIn

With a passion for finance, Darren brings more than 20 years of industry experience to the team specializing in investment management helping clients create and preserve wealth.

He has earned numerous professional designations including Chartered Investment Manager and Personal Financial Planner which enable him to provide solutions in the areas of portfolio management, insurance and estate planning. Darren sees the value in keeping current with the latest news and ideas in the industry, supplementing his knowledge with ongoing education.

Darren, with his wife Rachel and three children, live an active outdoor lifestyle exploring Canada as often as possible in their RV. He enjoys hiking, kayaking and mountain biking and also tries to get out on his motorcycle as weather permits.

Brittany Venneman
Associate
Tel: 905.615.5659
LinkedIn

Brittany joined Andersen Midgley Wealth Counsel in 2014. With her strengths in client relations and a background in finance, Brittany is able to ensure high quality service while managing client requests. As an Associate, she is responsible for team scheduling, incoming inquiries and manages client information and documentation.

Brittany holds a Bachelor of Commerce Degree in Finance from Ryerson University, Ted Rogers School of Management. She has completed her Canadian Securities Course (CSC) and the Conduct Practice & Handbook (CPH) through the Canadian Securities Institute.

In her spare time Brittany enjoys spending time outdoors with her daughter and son. She has a passion for fashion and enjoys visiting new and interesting restaurants.

Kathy Zhang
Associate
Tel: 905.615.5676
LinkedIn

Kathy is in charge of communications, business development, and marketing campaigns. She has always been interested in finance and entrepreneurship. Over the years, Kathy has worked in multiple financial industries, such as insurance, wealth management, and private equity. She looks forward to contributing her experiences and enthusiasm to Andersen Midgley Wealth Counsel.

Kathy has completed her business degree at Western University. She has completed her Canadian Securities Course (CSC) and the Conduct Practice & Handbook (CPH) through the Canadian Securities Institute. In her spare time, Kathy enjoys taking road trips to the United States and going to concerts of all genres.

Working in partnership with...

Maureen Glenn, B.A., FLMI, CFP®, TEP, EPC

Vice President, Tax & Estate Planning

Maureen works with Investment Advisory Teams and their affluent clients to navigate the entire wealth planning process; from initial discovery with the client, through to the final presentation. She is a dynamic speaker who can translate complex wealth planning concepts into efficient and effective action plans for clients. This holistic approach combined with her financial planning expertise offers a unique and practical perspective to retirement, trust, and estate planning.

Maureen joined the firm in 2006 and moved to the Tax & Estate Planning team in early 2010. The previous 20 years of her career were focused in the Life and Health Insurance Industry where she gained significant experience as a Financial Services Advisor, Mutual Fund Salesperson and as a product, sales, software and compliance trainer.

Maureen is a Certified Financial Planner® practitioner and is a member of the Society of Trust and Estate Practitioners. She has completed the Canadian Securities Course (CSC), the Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (IFIC). She also holds the designation of Fellow, Life Management Institute (FLMI) and other insurance designations from the Life Office Management Association (LOMA).

 

Pinal Gadhvi, B.Comm., CFP®

Financial Planner 

Located in our Toronto office, Pinal works collaboratively with our Tax & Estate team to help provide best-in-class solutions to investment advisors and their clients. He brings depth of experience and technical expertise in answering financial planning questions and developing strategies. Pinal establishes comprehensive personalized wealth plans detailing client priorities which clarify their long-term objectives and provide peace of mind as clients plan the transfer of their wealth to the next generation.

Pinal has many years of experience in the financial services industry in various capacities. Throughout his tenure in his previous roles, Pinal has provided financial advice to affluent Canadians. Pinal has a Bachelor of Commerce degree from Ryerson University and is a Certified Financial Planner practitioner. He has also completed the Canadian Securities Course (CSC), Wealth Management Essentials (WME), and Professional Financial Planning Certification (PFPC).

 

Sylvia Azoulay, LL.B., TEP

Vice President, Tax & Estate Planning

Sylvia works closely with Investment Advisors and their clients to explore and identify issues that address clients’ overall wealth planning needs. She helps clients formulate objectives, understand issues and strategies and facilitates implementation of their goals. Sylvia understands the sensitive issues relating to family dynamics and wealth transfer.

Sylvia is an estate planning lawyer with many years of experience. Prior to joining Richardson GMP, she was a principal in her own strategic wealth planning firm and also spent many years in the financial industry dealing with wealth planning solutions for high net worth clients.

Sylvia has been an instructor at Humber College School of Business and at the Bar Admission course at the Law Society of Upper Canada. She is a member of the Society of Trust and Estate Practitioners and the Estate Planning Council of Toronto. She is a seasoned presenter on topics of importance to high net worth families.

 

Jason Middleton

Individual Insurance Consultant

Jason has a well-rounded knowledge of the Insurance industry having worked at all levels of the business. He has worked at the manufacturer level, at the distributor level and, most importantly, as an Independent Insurance Broker and business owner.

Jason’s financial and accounting backgrounds allow him to take a comprehensive approach to advanced Estate and Insurance planning for clients. His ‘educate first’ approach resonates well with clients, who feel that his solution-based recommendations are tailored to their individual needs.

Jason earned a Bachelor of Business Administration with Honors in Accounting and Corporate Finance in 1999 from the University of New Brunswick. He began working on his CA with Deloitte and Touche in 2001 after taking a sabbatical to train and try out for the Canadian Olympic Swim Team. Upon returning to the work force Jason completed the CSC and earned his CFP designation in 2003.

* Insurance services offered through Richardson GMP Insurance Services Limited. Jason Middleton is the owner of The Producers Planning Group.