Meet our team

Much of the traffic on your website will be on your team page. Ask your Marketing Account Manager for tips on writing a bio or how to connect you with a writer to formalize your bio. A good place to start is by including the following: 

  • Add essential details that position you as an authority in this industry, a trusted professional and a thought leader - how long you've been in the industry, certifications that display your level of understanding, if you are specialized in dealing with a particular group of clientele, etc.
  • Add details about your daily responsibilities for the team or how you help clients meet their goals.
  • Add details that offer a more humanistic view - involvement in charities, what university you went to (offers another way to connect with people), relevant hobbies, etc.
  • Add your LinkedIn to your bio - allows visitors to to connect with you on an additional channel, giving you an opportunity to learn more about your clients and prospects. 

Choose whether you want your contact information displayed with your bio.

For professional photos, reach out to your Marketing Account Manager to find out when the next photo shoot is scheduled in your region.

To add information to your bio, visit the Profile section in Digital Workspace or ask your Marketing Account Manager. 

Our Tax & Estate Planning and Insurance Services team

If you want to add pre approved profiles of corporate employees: Browse dropdown-> Marketing Library-> Corporate staff bios-> Choose the team member.

 

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 joined the firm in 2006 and moved to the Tax & Estate Planning team in early 2010. The previous 20 years of her career were focused in the Life and Health Insurance Industry where she gained significant experience as a Financial Services Advisor, Mutual Fund Salesperson and as a product, sales, software and compliance trainer.

Maureen is a Certified Financial Planner® practitioner and is a member of the Society of Trust and Estate Practitioners. 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).

 

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