As a Director, Wealth Management with Richardson GMP Limited, I help you keep more of your money in your own pocket in order to achieve your vision for your life. Drawing on my 28 years’ experience in the financial services industry, I work with you, as your principal advisor, to identify the vital financial and personal information needed to develop personalized financial plans that are tailored you and your families’ individual needs and goals. I then determine the appropriate, tax–efficient investment accumulation and de-cumulation strategies and ensure adherence to a strict unemotional execution of the investment discipline. I work closely with you to ensure effective and efficient inter-generational wealth transfer.
A graduate from Carleton University with a Bachelor of Commerce, Honors degree, I hold the Chartered Accountant (CPA,CA), Certified Investment Management (CIM®) and Elder Planning Counselor (EPC) designations and am a Fellow of the Canadian Securities Institute (FCSI®). I am also fully licensed to provide insurance services to our clients.
In my free time, I enjoy spending time with my family, playing pool and exploring new recipes and restaurants (we are all foodies). Travel is a lifelong learning experience and I plan to do much more going forward.