Meet Our Team

A team dedicated to financial service excellence

Diana Dowhaluk
Senior Vice President, Investment Advisor

With more than 20 years experience in the investment industry Diana oversees all wealth planning aspects of our clients. Diana works with her clients to develop a customized investment strategy and helps them develop tax efficient portfolios. She offers strategic investment advice, estate and retirement planning advice, and sets overall investment strategies and direction for each client to ensure they reach their long term goals and objectives. Prior to joining Richardson GMP Diana worked at Macquarie Private Wealth, TD Waterhouse Private Investment Advice and National Bank Financial.

Diana graduated from the University of Toronto with an Honours Bachelor of Arts and and has her Level II Life Insurance License .

By committing to our team’s investment principles and providing superior level of service, Diana has developed strong relationships of trust with her clients and brings added value to the team’s wealth management package.

Vera Siu
Associate Investment Advisor

Vera is an integral member of the team. Her high standards, dedication and attention to detail managing the administrative needs of the team ensure that our clients receive the best possible service. With more than 20 years in financial services, Vera worked at Midland Walwyn, Merrill Lynch and CIBC Wood Gundy prior joining a predecessor firm. She has successfully completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH).

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).

 

Jason Middleton

Individual Insurance Consultant

Jason has a well-rounded knowledge of the Insurance industry having worked at all levels of the business. He has worked at the manufacturer level, at the distributor level and, most importantly, as an Independent Insurance Broker and business owner.

Jason’s financial and accounting backgrounds allow him to take a comprehensive approach to advanced Estate and Insurance planning for clients. His ‘educate first’ approach resonates well with clients, who feel that his solution-based recommendations are tailored to their individual needs.

Jason earned a Bachelor of Business Administration with Honors in Accounting and Corporate Finance in 1999 from the University of New Brunswick. He began working on his CA with Deloitte and Touche in 2001 after taking a sabbatical to train and try out for the Canadian Olympic Swim Team. Upon returning to the work force Jason completed the CSC and earned his CFP designation in 2003.

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