Our team

 

Paula O'Brien CPA, CA, CIM®, FCSI®, EPC
Director, Wealth Management, Portfolio Manager
Tel: 613.788.8006

As a Director, Wealth Management with Richardson GMP Limited, I help you keep more of your money in your own pocket in order to achieve your vision for your life. Drawing on my 28 years’ experience in the financial services industry, I work with you, as your principal advisor, to identify the vital financial and personal information needed to develop personalized financial plans that are tailored you and your families’ individual needs and goals. I then determine the appropriate, tax–efficient investment accumulation and de-cumulation strategies and ensure adherence to a strict unemotional execution of the investment discipline. I work closely with you to ensure effective and efficient inter-generational wealth transfer. 

A graduate from Carleton University with a Bachelor of Commerce, Honors degree, I hold the Chartered Accountant (CPA,CA), Certified Investment Management (CIM®) and Elder Planning Counselor (EPC) designations and am a Fellow of the Canadian Securities Institute (FCSI®). I am also fully licensed to provide insurance services to our clients.

In my free time, I enjoy spending time with my family, playing pool and exploring new recipes and restaurants (we are all foodies). Travel is a lifelong learning experience and I plan to do much more going forward.

Joelle Hall CPA, CA, MBA, FPSC® Level 1
Investment Advisor
Tel: 613.788.8029

In working with business owners, professionals and families, I leverage my more than 20 years of professional accounting and tax experience to help clients like you ensure you can answer “yes” to the question “Will I have enough?”.

I work with you to develop financial plans that provide the foundation for maximizing your means to do the activities you enjoy with the people you care about. These goals form the basis for developing financial strategies founded on investing appropriately while protecting your wealth from undue risk and an excessive tax burden. 

I believe in being active in the community, having served on the Board of Dress for Success Ottawa since co-founding it with a group of like-minded women in Ottawa, in 2010. I was also recently elected as Treasurer of the Board of the Orleans Chamber of Commerce.

When I am not advising clients, I enjoy spending time with my husband, Kevin, and my three children, Derek, Sascha and Heidi, usually in a hockey arena, a soccer field or at the gym. I also enjoy cooking, wine, Ultimate Frisbee and European crime series on Netflix.

Karen Peters
Associate
Tel: 613.788.8008

I work proactively with you to ensure you never have to worry about missing deadlines nor overlook any filing requirements related to your finances.

Having worked in the securities industry for more than 25 years I am responsible for all the administrative aspects of our practice and ensure it runs smoothly and efficiently.