Ellis Wealth

For more than 25 years, our team has been building long-term relationships to help families and entrepreneurs achieve success – in other words – helping them live life on their terms.

William Ellis CPA, CA, CFA
Director, Wealth Management & Portfolio Manager
Tel: 416.969.3190

William has more than 25 years of experience helping families optimize their financial future.

From an early age, finance was a passion for William. Being raised by a single Mom, he experienced first-hand resilience and determination, which turned what seemed to be disadvantages into opportunities. William pursued his aptitude for numbers and analysis and joined Price Waterhouse. Upon achieving his Chartered Accountant (CA) designation, he joined Burns Fry, then a leading private investment company, where he became a Chartered Financial Analyst (CFA) and a shareholder partner, remaining with successor firms until 2007.

William came to Richardson GMP returning to a partnership culture. William is honoured to be invested financially and personally in Richardson GMP's success and looks forward to the “Next 25" years helping his clients achieve their financial aspirations.

Although his wife Laurel would likely tell you that William lives and breathes his work, he enjoys getting away with his family to their cottage on Georgian Bay and puttering in the garden while at home in Oakville. William firmly believes his best years are still to come, during which time he will continue to innovate, serve others and make a significant difference.

Austin McBrine-Ellis
Associate
Tel: 416.969.3164

Austin works with William on building your Financial Dashboard and Risk Monitor. He also helps develop our Ellis Wealth Weekly and works with Cheryl on client service.

Austin joined the team in 2017 and is licensed as an Investment Representative. Outside the office, he is actively involved in volunteer work.

Cheryl Ann Jones
Assistant
Tel: 416.969.3193

Cheryl’s main role is client communication, which includes scheduling meetings, telephone/video calls and administration: welcoming new clients, keeping paperwork up-to-date, sending and receiving cash, helping clients with online access and numerous other important tasks.

Cheryl has a passion for life, enjoys travel, meeting people, hiking and trying new foods. She also loves to volunteer, especially helping the elderly.

Laurel McBrine
Business Development Assistant
Tel: 416.969.3193

Laurel does research and writes articles on issues relevant to our clients, including strategies to support their goals for their “Next 25” years. She edits and consults on our Ellis Wealth Weekly, bringing a female perspective to financial planning.

Laurel is also an artist who paints (especially portraits), a Certified Nutritional Practitioner, and a lifestyle writer.

Jason Middleton, BBA, CFP

Partner, The Producers Group*

Jason assists clients with tax, estate planning and insurance strategies to support Your Next 25 Years and beyond. His experience, creativity and compassion add up to an ability to listen carefully, understand clients’ point of view, and educate them toward solutions designed to meet their needs.

Jason earned the Certified Financial Planner (CFP) designation in 2003. Jason enjoys spending time with his wife, Dana and daughters, Sophie and Paige.

* Insurance services offered through Richardson GMP Insurance Services Limited. Jason Middleton is the owner of The Producers Planning Group.

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 is a Certified Financial Planner® practitioner, an Elder Planning Counselor (EPC) and is a member of the Society of Trust and Estate Practitioners (STEP). 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).

Craig D. Basinger, CFA

Chief Investment Officer, Portfolio Manager

Beginning his investment career in 1995, Craig Basinger has focused on investment strategy and managing Canadian and U.S. equity portfolios for Canadian investors. Craig’s multi-disciplined investment approach combines economics, early foundations in quantitative research and fundamental analysis.

Craig is the lead manager of the Connected Wealth equity strategies.

James Price, CFA

Portfolio Manager

Jamie is the Director of Investment and Advice at Richardson GMP. In this capacity, Jamie helps advisors and clients build portfolios and navigate a crowded universe of investment products. In addition, Jamie contributes the writing of our market commentaries to keep our advisors and clients well informed.

Jamie is the lead manager of the Connected Wealth bond strategies.