Meet our team

Greg Cunningham B.Comm (Fin.), LLB (Tax)
Portfolio Manager, Investment Advisor

After earning a B.Comm. in Finance in 1987 from UBC and an LL.B. with a Concentration in Taxation in 1990 from the University of Western Ontario, I was called to the Ontario Bar in 1992. 

For the next several years, I worked as a lawyer in Toronto with the Immigration and Refugee Board of the federal government and then as a Senior Tax Specialist with the accounting firm of Deloitte and Touche. Having enjoyed financial matters at Deloitte, I switched to the investment industry and returned to Vancouver to work as an Investment Advisor with CIBC Wood Gundy for seven years and at HSBC Securities for nine years. 

In the fall of 2012, I joined Macquarie Private Wealth, which was acquired by Richardson GMP in 2013. To enhance my credentials, I have completed my options license and Level 1 of the In-Depth Tax Course from the Canadian Institute of Chartered Accountants.

Jimy Castanho
Associate

Jimy has been in the investment industry since 2008. He holds a Diploma in Financial Management from the British Columbia Institute of Technology (BCIT), is fluent in Portuguese, and has completed his Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), Investment Management Techniques Course (IMT), and Wealth Management Essentials Course (WME) with the Canadian Securities Institute.

Together we provide experienced, customized wealth management solutions to individuals, families and small business owners. Jimy’s attention to detail and focus on client service allows us to deliver a superior client experience. Jimy is a father of two children, and spends most of his spare time with his family, playing sports and exercising.

Jay Gagnes, CFP, CLU, CPCA

Insurance Consultant

Specializing in corporate tax planning and high net worth personal estate planning, Jay Gangnes is an insurance specialist who works in house as a consultant for Richardson GMP Insurance Services Limited. When an insurance need is identified, Jay works with Richardson GMP’s advisors and their clients to determine how that need impacts their current financial plan and what options are available. Jay and his financial planning team then develop a customized solution that meets the client’s needs and work with Richardson GMP’s advisors to ensure that the implementation of the solution supplements the client’s existing financial plan.

Jay has extensive experience advising clients on the transfer of wealth from one generation to another, including the orderly and tax-efficient succession of family-owned businesses. Working with high net worth clients, Jay identifies their needs and enables his clients to increase their wealth and reduce their taxes, while at the same time providing them with increased security and financial stability.

Jay graduated in corporate finance from the British Columbia Institute of Technology in 2003 and has continued his education over the last decade. He received his CPCA designation in 2007 and his Certified Financial Planner (CFP) designation in 2010. Jay received his CLU designation in wealth transfer and estate planning in 2012 and is a member of the Million Dollar Round Table

 

Insurance services are offered through Richardson GMP Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC, NS and PEI. Additional administrative support and policy management are provided by PPI Partners. Richardson GMP Limited, The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own legal or tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances. Member Canadian Investor Protection Fund. Richardson and GMP are registered trademarks of their respective owners used under license by Richardson GMP Limited.