Mike George, B. Comm (HONS), M.ACC, CA, CFP®

Director, Wealth Services

Working closely with Investment Advisors, their clients, external professionals and members of the Tax & Estate Planning team, Mike is responsible for the effective delivery of the wide range of wealth planning services at Richardson GMP. Mike is a Chartered Accountant and Certified Financial Planner® and specializes in personal, corporate and trust tax planning.

Mike has been working with high net worth clients in the financial services industry for many years. Before joining our firm in 2004, he worked at Assante. He has extensive experience in the tax field and helps identify solutions to reduce taxes, enhance and preserve wealth, and transfer assets tax-efficiently to the next generation. Mike has played an instrumental role in delivering client-centred solutions including the successful transition of family businesses, the development of long-term employee compensation programs (including stock option and employee pension plans) and the reduction of tax on the sale of businesses by utilizing trusts to multiply the enhanced capital gains exemption among family members.

Mike is frequently interviewed on wealth planning concepts and tax-related matters. He also lectures on corporate taxation and has authored various industry publications and articles.

A graduate of the University of Manitoba, Mike received his Bachelor of Commerce (Honours) degree in 1991 and his Master of Accountancy degree in 1992. Mike achieved his Chartered Accountant (CA) designation in 1995 and the Certified Financial Planner® (CFP®) designation in 2004. He has also completed his CICA In-Depth Tax Course and is a member of the Canadian Tax Foundation.

 

Robert Mendenhall, J.D., LL.M.

Vice President, Tax & Estate Planning

As part of the Tax & Estate Planning team, Robert works closely with clients and their Investment Advisors to identify solutions that address clients’ overall wealth planning needs. Once clients have a clear understanding of their planning needs, he focuses on helping them and their professional advisors implement the solutions selected.

Robert is a lawyer with many years of experience. Before coming to Richardson GMP, he worked at other financial institutions advising clients on trust, estate, and tax planning. Prior to that, he was a partner in a law firm. Robert obtained his Juris Doctor from the College of Law, University of Saskatchewan. Later, he obtained a Master of Laws degree from the J. Reuben Clark Law School, Brigham Young University.

Robert has advanced his interests in wealth and estate planning by completing significant course work in tax and wealth preservation. He is a trained mediator and has actively mediated for the courts for many years. He has also completed training as a family business advisor and has facilitated succession planning sessions with families.

Robert belongs to the following professional associations: the Law Societies of Alberta and Saskatchewan, the Society of Trust and Estate Practitioners, the Canadian Tax Foundation and the Canadian Bar Association.

 

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.

 

Amélie Campeau-Lanctôt, LL.B., LL.M. Tax

Vice President, Tax & Estate Planning

As a member of the Tax & Estate Planning team at Richardson GMP, Amélie provides her expertise and works closely with Advisors and their clients to identify and develop tax and estate planning strategies that address clients’ overall wealth planning needs.

Amélie holds a Bachelor’s degree in Law from the Université de Sherbrooke and a Master’s degree in Taxation from HEC Montréal. She is a registered lawyer in the Roll of the Order of the Barreau du Québec. Prior to joining our Tax & Estate Planning team at Richardson GMP, she worked in taxation in large accounting firms.

In recent years, she has developed extensive experience in estate planning.

Her legal training gives Amélie the expertise in reviewing wills and she has an in-depth technical knowledge of rules governing trusts and taxes at death. As part of her Master’s in Taxation, her thesis was on the incorporation of employees and the rules for personal services businesses. She has thus developed an expertise in this matter. Moreover, Amélie has lectured on incorporation of employees among other subjects at the Association de planification fiscale et financière (APFF).

 

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).