David joined Richardson GMP in February 2009, prior to joining Richardson GMP, he was a partner and major shareholder of a private investment firm in Western Canada. David specializes in family wealth plan design, portfolio construction, tax minimization strategies, and retirement, succession and estate planning. With 20+ years of experience in the financial services industry, he is recognized for his client-centric approach, providing them with the education they need to actively participate in the investment decision making process. David is a graduate of the University of Alberta, a Fellow of the Canadian Securities Institute (FCSI®) and a Chartered Investment Manager (CIM®).
Working closely with David, Andy is also a Portfolio Manager who is involved in all aspects of portfolio construction and our wealth planning process. Andy’s career began in 2001 after graduating from the Northern Alberta Institute of Technology in Finance. Andy holds the Certified Financial Planner (CFP), Canadian Investment Manager (CIM®) and Chartered Financial Analyst (CFA) designations.
Shannon has been in the investment industry for 18 years and is a graduate of the Northern Alberta Institute of Technology where she received her Finance Diploma with honours and has completed many courses since then, including the Canadian Securities Course, Professional Financial Planning and the Wealth Management Essentials course. She is responsible for managing many aspects of the client experience.