In 1999 Michelle received her CIMA (Certified Investment Management Analyst) designation from the Wharton School of Business. Michelle has served as president of the Manitoba chapter, Investment Dealers Association of Canada and was a Manitoba finalist for the IDA Award of Distinction. She is the past president of the Winnipeg Jazz Orchestra and currently serves on the Winnipeg Humane Society board of directors. Michelle and her husband, Dr. Tom Simpson, enjoy travelling the world and experiencing different cultures. They also spend time at their Lake of the Woods cottage.
Jeremy started in the industry with a Business Administration degree over 10 years ago. He partnered with the team as an advisor in 2012, and has played an invaluable role providing high quality service and advice to high net worth families. At home, Jeremy and his wife Cassia have their hands full as they welcomed their third daughter to their family in 2018. They are currently involved with inner city work and have been involved with missionary work in South Sudan. Jeremy is the vice chair of the Mood Disorders Association of Manitoba board. He enjoys playing hockey and golfing when he can find the time.
Trevor owned and operated a painting business throughout university. It was through this experience that he discovered his skills in entrepreneurship and finance were well suited for a role in wealth management. His lack of love for painting also helped with the transition. Starting out in the investment industry at a competing firm, Trevor partnered with Michelle in 2014 as an advisor and is proud be a part of Richardson GMP. Regularly improving his industry skills and knowledge, he earned the Chartered Investment Manager designation in 2017 in order to serve clients better. Outside of the office, Trevor, his wife, Rebecca, and their son, Holden, live in southeast Manitoba where they enjoy being active outdoors, gardening (or at least enjoying the fruits of their labour), and hockey. Currently, Trevor is proud to serve on the board of the Rotary Club of Winnipeg as the Immediate Past-President.
Passionate about providing excellent client service and wanting to take the next step in her career, Dori left her role at a Canadian bank to join our team at the beginning of 2017. When she’s not in the office, Dori spends time outdoors with her daughter, Chloe, and visits rural Manitoba frequently to see family.