Nevin G. Chernick CPA, CMA, CFA
Director, Wealth Management & Branch Manager & Portfolio Manager, Investment Advisor
Nevin Chernick
Tel: 604.640.0530

With over 30 years of industry experience, Nevin has been Branch Manager of the Vancouver office of Richardson GMP and its predecessor firms (Macquarie Private Wealth and Blackmont Capital) since 2006. Nevin is committed to his community and enjoyed serving a three-year term on the Board of the Surrey Cares Community Foundation. He is also an active supporter of the Canucks Autism Network, a British Columbia-based charity that provides much needed support and programs for individuals and families coping with the challenges of life on the autism spectrum. Nevin’s passions include boating and fishing. He is always looking for a new travel destination to visit with his wife, pursuing new landscapes and subjects to support his photography hobby.

“We have a singular focus on providing an excellent client experience.”  – Nevin

Thomas Dalinghaus FMA, CFP®
Associate Investment Advisor
Tel: 604.640.0530

With over 30 years of investment experience as well, Tom adds a deep understanding of planning strategies to the team. He has the knowledge and expertise to handle complex wealth management problems and counsel to high net-worth clients on their financial issues. Outside of the office, you can often find Tom biking trails on the North Shore mountains. He also enjoys spending his free time with his family and their two dogs.

“Life is full of surprises, your financial plan shouldn’t be.” – Tom

Jack James CPA, CGA
Associate Investment Advisor
Tel: 604.640.0533

Leveraging over 15 years of industry experience, Jack uses his institutional background in analytics and portfolio management in every investment decision he makes. A keen tactician, he is always monitoring the investment universe for new opportunities. Away from his desk, Jack enjoys relaxing in his garden with his wife and two sons.

“We help clients achieve their investment goals while minimizing their risks.” – Jack

Robert McLean CIM
Associate Portfolio Manager
Robert McLean
Tel: 604.640.0529 Cell: 604.644.0296 Fax: 604.640.0300 Toll Free: 1.866.640.0400
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Having  been an advisor at a major financial institution for almost a decade, Robert prides himself on providing comprehensive financial advice and wealth planning for select clients. A vocal advocate for financial literacy, he teaches the next generation at local schools and universities to prepare them for fiscal responsibility.  Robert is an avid sailor and fisherman. He enjoys his time outside of the office out in nature or in the garden with his wife, Lydia.

“With comprehensive advice, we give peace of mind to you and those you care about.” – Robert

Karen Chen
Associate

Karen is the beating heart of the team, organizing key communication with clients and partners. She helps with all elements, from implementing strategies with clients to executing requests. When not at work, she enjoys spending time with her family.

“We pride ourselves on taking care of our clients and their loved ones.” – Karen

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.

 

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