Since joining the investment business in 1993, after becoming an experienced Investment Advisor, he rose to the position of Branch Manager at one of the largest investment firms in Canada. In 2008 he joined our predecessor firm Richardson Partners Financial, and has since dedicated his career to Richardson GMP, where he is a partner and shareholder. Jack specializes in building income portfolios, and wealth management to high net worth families. Client investment goals, risk tolerance and realistic expectations are discussed and defined. Jack tailors individualized portfolios with an eye to tax minimization and income maximization. He works closely with his client’s accountants, and estate planning professionals. He has and continues to work with up to four generations of families.
Emily has worked in the Investment Industry since 2003. Emily recently achieved the Chartered Investment Manager designation, and has held the Certified Financial Planner designation since 2009. She has the skills, expertise and qualifications needed to oversee individual client portfolios. Emily works closely with Jack on investment selection, and asset and portfolio allocation.
Part of Emily’s job is to work with clients to create a personalized financial plan. Getting to know you, your family, and your financial goals are all part of the process. We also work alongside a client’s accountant and legal advisors, to ensure all aspects of a client’s situation are taken into consideration.
Emily finds it particularly rewarding to see clients retire, and enjoy their retirement, with the savings they have built up over the years.
Heather has worked in the investment business since 1980 and has gained valuable experience working in the many different areas of the business. Her experience ranges from Branch Administration and assisting branch management. As an Associate Investment Advisor, she works closely with Investment Advisors to ensure the complex administrative requirements for client accounts are met. On behalf of the clients we deal with, she works with accountants to provide accurate information for client tax preparation, and with lawyers to help in the preparation of estate valuations for probate and tax related issues for most estates. She is fully licensed to assist with all investment portfolios and trade processing. One of the most important aspects Heather brings to her role is the understanding of the ever changing requirements of clients throughout their investing lifetime and to help them with the administration of those changes.