Meet our team

Stephen Cudmore CFP®, BBA
Senior Vice President, Investment Advisor and Branch Manager
Tel: 902.620.2612 Fax: 902.620.2601 Toll Free: 1.877.655.7735

Stephen has been providing investment advisory services since 1992. Beginning his career in Toronto, Stephen obtained his Canadian Securities with Honors, and specialized in meeting the wealth management needs of high net worth families and corporations.

He later obtained is Certified Financial Planning, Professional Financial Planning, Insurance and Estate planning, Options Supervision, and High Net worth Advisory designations. For over 10 years Stephen was Vice President and Branch Manager for one of Canada’s largest bank owned investment dealers.

In 2014, Stephen became a Partner, Director and Branch Manager of Richardson GMP in Atlantic Canada.

Stephen is an active volunteer in the community as past Chair for the Fundraising committee for the Summerside Wellness Center, the past chair of the fundraising committee for the Summerside Rotary Inspire Learning Centre, past president of the Rotary Club of Summerside and past Chair of the PEI Easter Seals Campaign. Stephen is a Paul Harris Fellow in Rotary and he continues his involvement in the Community as a board member of Holland College Foundation and the local board of the Investment Industry Regulatory Association of Canada. He also serves on the executive of the Charlottetown Yacht Club, The PEI Sailing Team and the PEI Alpine Ski Team. Stephen is Married to Michelle. They have two daughters Makena and Macy. As a family, they love skiing, sailing, hiking, travelling and walking their Portuguese Water Dog named Levi.

Jonathan Ross
Senior Vice President, Wealth Management, Investment Advisor and Assistant Branch Manager
Tel: 902.620.2613

Jonathan has been providing investment advice to clients for over 17 years. Jonathan partnered with Stephen Cudmore over a decade ago to form Cudmore Ross Wealth Management. Jonathan’s responsibilities on our team include selecting assets, implementing plans and monitoring investments to achieve our clients’ specified investment goals. 

With a Bachelor of Business Administration from the University of Prince Edward Island, Jonathan has achieved several industry certifications and most recently graduated from the Securities Institute at the prestigious Wharton School of Business.

Like Stephen, Jonathan is an active Rotarian. He sits on the board of the PEI Community Foundation and is Chair of the Investments Committee.  He is on the Bid Committee for the 2023 Canada Winter Games and President of Charlottetown Executive Association.   When not serving his clients or the community, Jonathan and his teammates campaign a competitive sailboat. He lives in Stratford with his partner Emma, and his young children Dexter and Summer.

Garth Doiron CGA
Associate Investment Advisor
Tel: 902.620.2614

Garth, a Certified Professional Accountant, has been providing clients with investment and financial planning advice for over 16 years. He spent the first seven years in the business building his own practice before partnering with Cudmore Ross Wealth Management in 2009 to help serve their client base. Garth spends most of his days providing direct investment and/or financial planning advice to our clients. 

Garth graduated from the University of Prince Edward Island with a BBA and a major in Accounting in 1991. He earned the Certified General Accountant’s designation in 1996. Garth worked as a Financial Controller for private businesses for many years before transferring his skills to the investment business. His CPA desigination provides him with a good knowledge of tax issues with which our entrepreneurial clients may be dealing.

As a Past President of the Summerside Chamber of Commerce, Garth has served on many volunteer boards over the years and is currently acting as Secretary Treasurer on the Board of the Summerside Boys and Girls Club and Youth Engagement Center. Garth and his wife Lisa have two boys, Zach and Tanner. In his spare time Garth likes to keep active whether it’s walking the dogs with Lisa, working out at the gym, or playing squash hockey and golf.

Julie Connolly
Associate
Tel: 902.620.2615

Julie is a highly accomplished Executive Assistant with 18 years of professional experience in administration and client service. She is known as a detail-oriented professional with a passion for accuracy. Julie’s foremost goal is to serve Cudmore Ross Wealth Management clients in a timely and efficient manner.

Julie is responsible for a full range of administrative duties and takes pride in delivering a great client experience. But her greatest contribution is how much she cares about what is important to our clients. She has worked in the financial industry for ten years and has her Canadian Securities Course with the Canadian Securities Institute.

Julie is a runner who enjoys participating in charity races such as The Run for the Cure. She is also involved in fundraising for Bowl for Kids Sake for Big Brothers Big Sisters of PEI and the Children’s Wish Foundation, and she volunteers her time to 100 Women Who Care, a non for profit organization focused on coordinating funding for local, community charitable organizations.

Samara Weeks
Assistant
Tel: 902.620.2616

Samara graduated from Holland College in 2016 with a certification as an Administrative Assistant. She was highly recommended to us & joined our team in January 2019 as Assistant to the team. She is eager & willing to learn our industry & has already proven to be extremely competent in her role.

Samara was raised in the only English community in Les Iles de la Madeleine. With this, she grew up with a love of the water and enjoys her days fishing when she’s home.

Samara has volunteered with the youth in her community, from picking up garbage on the side of the road, to field trips to a local farm. She credits her 5 years with the Sea Cadets for her loyalty, professionalism, mutual respect and integrity.  

In her spare time, she enjoys walking along Victoria Park, going to the gym and catching up with friends. She has registered for her first 10K walk in October 2019.

Our Tax and Estate Planning Team

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).

 

Sylvia Azoulay, LL.B., TEP

Vice President, Tax & Estate Planning

Sylvia works closely with Investment Advisors and their clients to explore and identify issues that address clients’ overall wealth planning needs. She helps clients formulate objectives, understand issues and strategies and facilitates implementation of their goals. Sylvia understands the sensitive issues relating to family dynamics and wealth transfer.

Sylvia is an estate planning lawyer with many years of experience. Prior to joining Richardson GMP, she was a principal in her own strategic wealth planning firm and also spent many years in the financial industry dealing with wealth planning solutions for high net worth clients.

Sylvia has been an instructor at Humber College School of Business and at the Bar Admission course at the Law Society of Upper Canada. She is a member of the Society of Trust and Estate Practitioners and the Estate Planning Council of Toronto. She is a seasoned presenter on topics of importance to high net worth families.

 

Asset Management Team

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 believes that investment success begins with the big picture. If you are in the wrong sectors, the best stock picking in the world can’t save you. Craig spends a considerable amount of analytical energy on identifying economic expectations, allocating assets, and formulating sector views and style/quantitative tilts. He develops and tests these themes continuously. At the company level, he uses fundamental research in conjunction with a proprietary quantitative scoring system and technical analysis for entry/exit points. Craig’s multi-disciplined investment approach combines economics, early foundations in quantitative research and fundamental analysis.

 

An Nguyen, CFA

Vice President, Investment Services

An graduated from the University of Toronto with a Bachelor of Commerce, and is a CFA charter holder.  An has been in the investment industry for nearly twenty years and has worked for Canadian and Global financial institutions along the way.  As Vice-President, Investments Services and Proposals, An is responsible for the firm’s product research platform for public funds and manages the investment proposals and RFP process.

An started her career on the investment custody side where she specialized in portfolio transition management dealing with Canada’s largest pension plans and investment managers.  Prior to joining Richardson GMP, An was Vice President, Products & Services at Macquarie Private Wealth, and was responsible for the firm’s fee-based programs including the advisor managed discretionary, third party managed discretionary, and non-discretionary platforms. Prior to joining Macquarie, An was an analyst for the consulting group at CIBC Asset Management where she was part of the manager research team that was responsible for the sub-advisory relationships for over $110 billion in assets under management.  On the manager research team, she covered Canadian equity, fixed income and Global fixed income investment managers.

With a 360-degree backdrop of the investment management business, including custody, transition management, and portfolio management, An brings best practice ideas and solutions to the investment team.  As a result of her dealings with both the end client and the investment manager, An has a balanced, and disciplined perspective to investment management with a focus on portfolio implementation, on-going monitoring, and risk-management.

 

James Price, CFA

Portfolio Manager

Jamie is the Director of Capital Markets and Investment Products 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, including the daily Launch Pad, to keep our advisors and clients well informed. Jamie graduated from Queen’s University with an Honours BA in Economics and Geography in 1997 and started in fixed income the same year working on the Bond Desk at First Marathon Securities, which was later acquired by National Bank Financial. Jamie joined First Associates in 2003, which evolved into Blackmont Capital and then Macquarie Private Wealth. He was appointed Vice President, Fixed Income, in 2005 and became a Chartered Financial Analyst charter holder in 2006. A year later, he was appointed Director of Fixed Income. Jamie’s experience in the bond world makes him well positioned to contribute to the macro strategy of the asset management team. Jamie Price, as a portfolio manager, is the lead manager of the Connected Wealth bond strategies.

 

Chris Kerlow, CFA

Portfolio Manager

Chris graduated from Saint Mary’s University with a Bachelor of Commerce Degree, double majoring in finance and entrepreneurship. He began his career with Scotia Asset Management in 2008 and had progressing roles before becoming a senior analyst in the Investment Consulting Group. Chris was awarded the Chartered Financial Analyst (CFA) designation in 2012. He brings a specialization in stock specific fundamental analysis. Analysing companies from the bottom up deriving fair value estimates and determining their relative attractiveness as either a stand alone investment or in a portfolio context. He is also a contributing member in the asset allocation and sector selection process.

 

Derek Benedet, CMT, CFP, CIM®

Portfolio Manager

Derek is a Portfolio Manager within Richardson GMP’s asset management service, Connected Wealth. He has worked for the past fourteen years in the investment industry with experience at CIBC Wood Gundy, TD Wealth Management as well as GMP Securities Inc. He graduated from Wilfrid Laurier University with a Bachelor of Business Administration (Honours) degree with a finance concentration. Derek is a Chartered Market Technician (CMT), a designation obtained through expertise in technical analyses and is granted by the Market Technicians Association. He is also a Certified Financial Planner (CFP) as well as a Chartered Investment Manager (CIM).

Derek brings a specialty in trading, technical analyses and behavioral finance. His unique investment approach combines technical analysis, quantitative finance and fundamental analysis. Paying careful attention to momentum, market breadth and price patterns, Derek identifies key support and resistance areas that bring a unique aspect to new idea generation and risk management in portfolio management.

 

Joey Mack, CFA

Director, Fixed Income, GMP Securities L.P.

Joey is a Director, Fixed income, GMP Securities L.P. In his role, Joey supports the fixed income business of Richardson GMP by providing advisory and trading services in fixed income securities and preferred shares that create value added ideas. He works closely with Investment Advisors, discussing market strategy and recommending fixed income solutions. Joey develops and maintains relationships with third party dealers for GMP Securities L.P. in order to improve trade execution and gain access to a broad suite of products for Richardson GMP.

Prior to joining GMP Securities L.P., Joey was with a Canadian bank-owned dealer, where he headed up the retail fixed income trading desk, and was responsible for managing the working relationship between the Capital Markets and Wealth Management Divisions. Prior to this role, he held several progressive positions including roles as a credit research analyst and as trader in London, England, covering the dollar bloc Eurobond market and backing up dollar bloc government market making activity. Joey has been in the industry for over 14 years.

Joey holds a Bachelor of Commerce degree from the University of Toronto, and received the CFA designation in 2000. His professional affiliations include membership in the CFA Institute and the Toronto Society of Financial Analysts. Joey has completed the Canadian Securities Course (1994), the Conduct & Practices Exam (1995, 2007), the Options Licensing Course (1999), the Futures Licensing Course (2000), and the Partners, Directors and Officers Exam (2007). Joey is a Registered Representative under the Investment Industry Regulatory Organization of Canada.