Meet our team


 


.

 
 
Rory O’Connor CIM
Senior Vice President & Portfolio Manager

With over 20 years of experience in the investment industry, Rory focuses on managing client portfolios, identifying and assessing suitable investment strategies and solutions, as well as implementing the team’s strategic and tactical asset allocation views. As a portfolio manager, Rory is responsible for allocating capital, on a discretionary basis, in order to meet client’s risk and return objectives. Rory also leads our activities as they relate to tax and estate planning. Given his significant experience within this space, he serves as the key liaison (somewhat of an interpreter at times) between our clients and their key tax and legal professionals. Rory also leads our thorough tax reporting activities throughout the year, to make our clients’ annual tax filing experience as seamless as possible. Rory has gained valuable experience at a number of different financial institutions, he very much values the independence and open architecture platform that Richardson GMP provides.

 

Rory completed his undergraduate studies at Mercyhurst College in Erie, PA while on an academic and athletic scholarship as a NCAA field lacrosse player. Rory was awarded the distinction of Delta Mu Delta from the National Honors Society for academic achievement in Business Administration and was also a member of the Dean’s List in all four years of his undergraduate studies. He has his Chartered Investment Manager (CIM) designation and has completed the Advanced Derivatives Training and Level 1 for the Chartered Financial Analyst (CFA) designation and is also proud to be a member of the Investment Management Consultants Association (IMCA). Born in Prince George, BC, Rory moved to Vancouver at the age of 3, and has called Vancouver home ever since. Rory is married with two young daughters. In his spare time, Rory takes full advantage of all that the west coast has to offer. Splitting time between Whistler and his home in North Vancouver, he is an avid mountain biker and, once the snow starts to fall, is quick to switch to downhill skiing.

Tim Engelbert CIM
Senior Vice President & Portfolio Manager

Tim brings 20 years of global investment experience, a high degree of technical expertise, and in-depth analytical skills to our practice. As a portfolio manager, Tim is responsible for allocating capital, on a discretionary basis, in order to meet client’s risk and return objectives. With an ongoing focus on risk management, Tim handles our research inflows and analytics and helps build and manage client portfolios. He is responsible for the implementation of our team’s tactical asset allocation and tax-conscious strategies. In addition, he also champions our team’s analytics relating to alternative asset classes.

A Vancouverite by birth, Tim spent seven years working in financial services in London, England and before that in the United States. While in a senior role within Citigroup’s equity derivative business, Tim built technical skills across a wide range of financial products. In addition to managing a complex book of financial instruments, he also priced, executed and was a market maker for Citigroup’s European derivative franchise. His technical insight is built on a solid foundation of risk management and an ability to work efficiently under pressure. Prior to Citigroup, Tim worked in Risk Management at ING Barings in London and for Wells Fargo Bank in the U.S. where he supported a team working with high net worth individuals, corporations and institutional money managers.

Tim studied Mathematics and Economics at the University of Victoria. On a personal note, Tim is married, and has two young children. When not chasing after kids, Tim enjoys the outdoors and a wide range of sports including golf, skiing and mountain biking.

Danielle O’Neill
Associate Investment Advisor

Danielle completed her undergraduate degree at the University of Victoria, graduating from the Faculty of Commerce with Honours. She began her career in  financial services in 2012 and became an Investment Representative in 2015 and more recently became an Associate Investment Advisor in September 2018. Danielle is working towards obtaining the Personal Financial Planner designation, and is currently studying for the Applied Financial Planning exams.

Prior to her career in financial services, Danielle learned many valuable skills related to a busy and dynamic business environment while expanding her client service expertise. Danielle assists with the day to day operations focusing on client service, administration, financial planning, trade execution, cash balance reports and portfolio review preparation. Danielle adapts well under a variety of circumstances, excelling with complex detailed-oriented tasks and demanding timelines.

Born and raised on the North Shore, Danielle likes to take advantage of the local outdoor amenities, such as hiking, running, camping, biking and walking her English bulldog. She is also an active volunteer with the North Shore Special Olympics BC.

Ryan Ha
Portfolio Analytics Associate

Ryan is the newest member of the team, joining late in 2017, upon his graduation. Ryan’s primary role is assisting the team through sourcing, synthesizing, and summarizing portfolio analytics and securities research that enable informed decisions across our client portfolios.

Born and raised in Victoria, Ryan attended the University of Victoria (UVic) completing his Bachelors in Economics with a Finance concentration and a minor in Statistics. During his studies, he achieved co-op placements as an Assistant at a leading national bank, and as a Risk Analyst with one of Canada’s largest pension fund managers, BCI (formerly bcIMC). Ryan was also particularly active within trading competitions while at UVic, placing 11th and 20th consecutively over 1,100 national teams in the TMX Options Simulation. Currently, he is pursuing the Chartered Financial Analyst (CFA) designation as a Level 1 Candidate and is eager to obtain his full designation.

In his spare time, Ryan is an avid auto enthusiast. He enjoys driving and exploring the scenic areas around the lower mainland.