Our team commitment


We have assembled an experienced, educated and extremely dedicated team to meet your changing wealth management needs. Contact us.

Tom Morrissey B.Sc. M.Ed.
Director, Wealth Management
Tel: 403.260.3896

Tom Morrissey is a Director, Wealth Management and the founder of Morrissey Wealth Group. His vision continues to be clear for his team as he is constantly engaged in refining the process to provide optimum wealth management components for clients as their lives unfold and their needs change. The practice is dedicated to assist high net worth families and family enterprise clients. Tom is very pleased to domicile his practice within Richardson GMP Limited; the largest, independent wealth management firm in Canada with nearly $27 billion in client assets under Administration as of January 2016.

Tom completed the Canadian Securities Course in 1986, updated it in 2004, and completed the Wealth Management Essentials course in 2008, the Canadian Securities Institute (CSI) Hedge Fund course in 2009 and the Business Family Dynamics Course in 2014 from the Family Enterprise Advisor (FEA) program. He is currently working toward becoming a Certified Divorce Financial Analyst™.

Identifying, developing and focusing closely with clients on their objectives is Tom’s focus. He oversees the overall wealth management program for each client. He and Kim Bayne coordinate client engagement to ensure a precise, efficient platform and service model. Independent wealth management plans are tailored for each client providing the flight plan* for life. Tom directs the development and implementation of appropriate investment, tax, retirement and estate solutions to meet the objectives identified in the plan.

Adam Osterling and Kim Bayne collaborate with Tom to execute consistent assessment and execution of all client investment portfolio objectives.

Tom enjoys watching his two sons play hockey; one professional and one in the Western Hockey League (WHL). He mentors young, elite, defence, hockey players in the specifics of the position and in life skill development on the road to becoming responsible adults and role models in society. He also enjoys staying fit, mountain biking and playing golf.

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.

Robert Mendenhall, J.D., LL.M.

Vice President, Tax & Estate Planning

As part of the Tax & Estate Planning team, Robert works closely with clients and their Investment Advisors to identify solutions that address clients’ overall wealth planning needs. Once clients have a clear understanding of their planning needs, he focuses on helping them and their professional advisors implement the solutions selected.

Robert is a lawyer with many years of experience. Before coming to Richardson GMP, he worked at other financial institutions advising clients on trust, estate, and tax planning. Prior to that, he was a partner in a law firm. Robert obtained his Juris Doctor from the College of Law, University of Saskatchewan. Later, he obtained a Master of Laws degree from the J. Reuben Clark Law School, Brigham Young University.

Robert has advanced his interests in wealth and estate planning by completing significant course work in tax and wealth preservation. He is a trained mediator and has actively mediated for the courts for many years. He has also completed training as a family business advisor and has facilitated succession planning sessions with families.

Robert belongs to the following professional associations: the Law Societies of Alberta and Saskatchewan, the Society of Trust and Estate Practitioners, the Canadian Tax Foundation and the Canadian Bar Association.

Maureen Glenn, B.A., FLMI, CFP®, TEP, EPC

Vice President, Tax & Estate Planning

Maureen works with Investment Advisory Teams and their affluent clients to navigate the entire wealth planning process; from initial discovery with the client, through to the final presentation. She is a dynamic speaker who can translate complex wealth planning concepts into efficient and effective action plans for clients. This holistic approach combined with her financial planning expertise offers a unique and practical perspective to retirement, trust, and estate planning.

Maureen joined the firm in 2006 and moved to the Tax & Estate Planning team in early 2010. The previous 20 years of her career were focused in the Life and Health Insurance Industry where she gained significant experience as a Financial Services Advisor, Mutual Fund Salesperson and as a product, sales, software and compliance trainer.

Maureen is a Certified Financial Planner® practitioner and is a member of the Society of Trust and Estate Practitioners. She has completed the Canadian Securities Course (CSC), the Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (IFIC). She also holds the designation of Fellow, Life Management Institute (FLMI) and other insurance designations from the Life Office Management Association (LOMA).