With over 26 years in the financial services industry, Greg has earned the trust and respect of clients and industry colleagues alike for his leadership, sound judgment, and dedication to client service. With a conservative long term approach, he develops integrated solutions in risk-reduced portfolios while incorporating appropriate investment diversification to meet each client's unique circumstance. Prior to joining Richardson Partners Financial, now Richardson GMP Limited, Greg was a Senior Financial Planner at Scotia McLeod where he was named to the distinguished Executive Council three years running, and appointed to the Advisory Council, a group dedicated to industry excellence. In 2005, Greg was named one of Calgary's "Top 40 under 40", an elite group recognized for their outstanding contributions to both Business and the Community. Greg completed his Bachelor in Economics from the University of Saskatchewan and his Certified Financial Planner (CFP®) Chartered Investment Manager (CIM®), Financial Management Advisor (FMA) designations and was named a Fellow of the Canadian Securities Institute. He is also Level II Insurance licensed.
With over 30 years of investment industry experience, Lori has developed the skills to assist families and business owners with a complex and creative array of innovative solutions from wealth planning to estate and succession planning and charitable giving, all with a sensitivity for the personal impact of change on both families and businesses. Lori was previously a Senior Financial Planner at Scotia McLeod where she was named to the Executive Council three years running. She has a background in business and entrepreneurship, with a working and first-hand knowledge of farming and agriculture. In addition to pursuing Business Administration at SAIT, Lori achieved her Chartered Investment Manager (CIM®), Personal Financial Planner (PFP), Financial Management Advisor (FMA) and Chartered Life Underwriter (CLU) designations, and was named a Fellow of the Canadian Securities Institute in 1987.
Chelsea brings deep experience within the financial industry. As an associate she will be running our new financial concierge service. This places her as your main contact for everything connected to the administration of your account – including making sure that you are using all relevant complimentary services available. She has recently completed her Life License Qualification Program (LLQP) and looks forward to broadening her knowledge on the insurance side of the industry.
Chelsea joined Richardson GMP in February 2014. Prior to Richardson GMP, she worked at BMO Nesbitt Burns as Operations Supervisor and Compliance Officer. Chelsea enjoys traveling and exploring many different places. When she is not traveling, she likes the challenge of home renovations and relaxing in her garden. Chelsea continuously looks forward to getting to know all of you and extending the personalized service you deserve.
Jocelyn is a recent graduate from the University of Calgary with a degree in Communications and Economics. Jocelyn has a “can-do” attitude as seen with her accomplishments with the Calgary Aquabelles Synchronized Swimming Club. With a keen interest in the wealth management industry, Jocelyn has recently completed her Canadian Securities Course (CSC) and is looking forward to furthering her education.
Jocelyn is an avid traveler, spending a winter abroad in India and Asia with her most recent trip down to Chile. At home in Canada, she enjoys time in the mountains and loves to get out and golf in the summer. She looks forward to getting to know you and helping you with any administrative queries you may have.
Avi has over 5 years of experience in the financial services industry, including managing customer service at a chartered bank. Avi handles account administration and assists clients with the operation of their account. She has a get it done attitude and looks forward to helping you.
Andrew is a recent graduate from SAIT with a degree in Accounting. Andrew handles administrative needs and looks forward to helping you.