Meet our Team:

With more than 30 years of combined experience, our team has been building long term relationships to help families and entrepreneurs achieve success.

Ida Khajadourian CIM®, CAIA®, FMA
Director, Wealth Management, Portfolio Manager, Investment Advisor
Ida Khajadourian
Tel: 416.969.2948 Fax: 416.969.2950 Toll Free: 1.866.205.3548
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For over 20 years, Ida has worked closely with Institutions, Family Offices, wealthy entrepreneurs and high net worth families building trusted relationships, and delivering a high level of service. Ida takes a very proactive approach when working with clients to ensure that client portfolios are properly positioned and in line with client’s views, goals and objectives as life events lead to change. Using her knowledge and experience, combined with a team of in house specialists including tax, estate, insurance and retirement planners, Ida is able to help chart your path towards financial security. Ida’s beliefs include the importance of capital preservation, alternative strategies, and alpha generation using a risk reward oriented approach.

Ida began her career with a major financial institution where she served clients for 4 years. In February 2000, Ida joined a very prominent mutual fund and hedge fund management company as its 5th employee and was involved in all aspects of business development including marketing and Investment Advisory Services. Ida’s close interactions over the years with clients, investment advisors, fund analysts, peers and portfolio managers has given her a solid foundation for conducting due diligence and sourcing exceptional talent as well as unique, non traditional and innovative investment opportunities for investors.

Ida obtained a Bachelor of Commerce Degree from the University of Toronto with specialization in Finance and major in Economics. In 2005, Ida obtained her Chartered Alternative Investment Advisor (CAIA) Designation followed by the Financial Management Advisor (FMA) designation in 2008. In 2012, Ida completed the Partners, Directors and Officers Course. In 2016, Ida obtained her Chartered Investment Manager (CIM) designation.

Erin Boyle B.A
Assistant
Tel: 416.969.2932

Erin joined the Khajadourian Wealth Management team in May 2020 after recently having graduated from Western University with a Bachelor of Arts degree in Business Management and Organizational Studies. She began her career in finance as an assistant at a well-known investment firm in London, Ontario immediately after earning her degree, where she gained great industry knowledge. She recently began studying for the Canadian Securities Course and is extremely eager to learn more about the financial sector firsthand and provide our clients with outstanding service and support.

 

Erin grew up in Alberta and spent most of her free time playing soccer, skiing, snowboarding, and hiking in the mountains. Throughout her education, Erin remained dedicated to supporting the community by writing for the school newspaper, actively supporting the Butterfly Effect Club of Western University, and organizing a volunteer mission for herself and classmates to support local schools in Tanzania. Since graduation, Erin continuously supports the Make-A-Wish foundation by participating in their annual Rope for Hope event as well as the Parkinson’s Society at their annual SuperWalk for Parkinson’s.

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.

 

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.

 

To learn more about our services please contact us!