Meet our team

Blake Dalton CFA
Director, Wealth Management, Portfolio Manager, Investment Advisor

Blake has over 20 years of experience in the financial industry meticulously overseeing the diverse investment, wealth management, insurance, estate planning and retirement needs of affluent Canadian families. Through many economic cycles and periods of market uncertainty Blake has provided his clients with consistent and carefully researched advice and helped them manage the emotions that can be detrimental to investor success.

Blake specializes in providing customized solutions for professionals in Auditing, Accounting and M&A Advisory businesses. Blake embraces Partners’ complex personal wealth circumstances, customizing unique investment portfolios to comply with their Independence restrictions. With streamlined advice and processes that are focused on Partners, Blake reduces the frustrations and challenges his clients face with their wealth management.

Blake has a degree in Economics and English from Queen’s University, and in 1997 earned the Chartered Financial Analyst (CFA) designation, widely considered the hallmark of excellence and the highest distinction in the investment industry. The CFA Program “provides the strongest foundation in advanced investment, analysis, and real-world portfolio management skills.” (CFA Institute)

“Blake understands the issues of wealth management that matter to Partners, and his expertise concerning investment Independence is extremely valuable to us.” 

— Chris Cornell, Partner at KPMG
 

“Blake is passionate about helping his clients reach their personal goals, and they benefit from his high standards of professionalism, investment management and client service.”

— Mike Ankers, Director, National Sales, Richardson GMP

Katharine Dalton CFA, MBA
Associate Investment Advisor, Portfolio Manager

Katharine’s commitment is to provide Dalton Wealth Partners with insightful and customized portfolio analysis that is the foundation of a successful investment strategy. Her proprietary research enables Dalton Wealth Partners to provide unbiased investment advice and recommend investments that are tailored to suit our clients’ unique personal and professional needs. 

Katharine is a dedicated portfolio manager with 20 years’ experience in equity research for institutional clients as well as high net worth individuals. Katharine built her reputation on Bay Street at a leading global investment firm as an astute and passionate analyst who combined in-depth knowledge of companies with macro themes. She has access to a wide range of resources and industry contacts that enhance her rigorous analysis of industry trends, company strategies, valuations, and management teams, to provide superior investment recommendations solely for our clients.

Katharine has a B.Comm. from Queen's University and obtained her MBA from the Richard Ivey School of Business at the University of Western Ontario. She also earned the Chartered Financial Analyst (CFA) designation in 1997. 

Katharine’s analytical skills and dedication solely to our clients and their unique constraints represents a meaningful advantage to our team and distinguishes Dalton Wealth Partners from other advisors. 

Katharine is enthusiastic about building a strong foundation of financial literacy in children. She volunteers with Junior Achievement, a world-recognized leader in the delivery of business education for young people, and she is also a mentor to university students. Katharine is a member of Women in Capital Markets.

Sharon Dammann
Associate

Sharon is instrumental in providing superior service and administrative management for our clients. Her enthusiasm, people skills, proactive attitude and 20 years of industry experience make Sharon a valuable resource to clients and an essential component of the team. Sharon manages all aspects of the business administration, including client enquiries about completing forms, transfers, deposits and account maintenance, and provides assistance that is friendly, fast and efficient. Sharon holds a Bachelor of Management, a Business Administration Diploma, and has completed the Canadian Securities Course and Wealth Management Essentials. Sharon is involved with several charities, including Canadian Cancer Society and Juvenile Diabetes. 

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.

 

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.

 

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.

 

Sean Hsu, CPA (New Hampshire), MTax

Tax Specialist, Tax & Estate Planning

Sean provides his expertise to Investment Advisors and their clients to develop tax and financial planning strategies, and to deliver integrated solutions addressing their unique needs.

Sean has significant experience in Canadian and U.S. income tax planning and compliance for high net worth individuals, with a focus on integrated cross-border wealth, estate and trust matters. Before joining Richardson GMP, Sean was at a multi-national accounting firm as a manager in the firm’s private client tax group, specializing in Canadian and U.S. tax. Sean has authored and contributed to several articles for BorderCrossings, a Thomson Reuters publication with insightful commentary on cross-border issues faced by Canadians.

Sean is also a facilitator and teaches in the Chartered Professional Accountants of Canada’s In-Depth Tax Program. He holds a Bachelor of Commerce from the University of Toronto, a Master of Taxation from the University of Waterloo, and is a U.S. Certified Public Accountant with the New Hampshire Board of Accountancy.