Mark Begg CFA, ICD.D
Director, Wealth Management & Portfolio Manager

As an Investment Advisor and Portfolio Manager with 25 years of investment industry experience, Mark helps high net worth families articulate and accomplish their life goals. One of the most important aspects of Mark’s role in working with clients is to understand their history and their vision, and to re-engage them regularly to determine if any significant changes have occurred. By doing this, a comprehensive wealth management strategy is created with appropriate adjustments over time.

Mark and Anne O’Farrell will be working together to manage overall investment policy and asset management strategy for the Latremoille Begg Group. Mark enjoys discussing capital markets, and the dynamic economic and investment landscape, so that educated investment decisions can be made.

Mark holds the CFA (Chartered Financial Analyst) designation, the most respected, globally recognized credential in the investment industry.

In addition to the CFA, Mark is a registered Portfolio Manager. He has both his Derivative and Options licenses, and has successfully completed the Partners, Directors, and Senior Officers course (PDO). As a licensed Branch Manager Mark previously managed the Richardson GMP Toronto office. Mark was elected by his fellow Partners to the Richardson GMP Ltd. Board of Directors for seven years. He holds ICD.D designation from the Institute of Corporate Directors. Mark graduated from Bishop’s University with a degree in Economics and Finance.

Mark was born and raised in Toronto, Ontario. He was an avid rugby player for several decades and is a lifelong sailor. He and his wife Gail, have three young children and spend their free time cycling, skiing, and playing enthusiastically competitive board games together. They also enjoy experiencing new cultures on family vacations.

Anne O'Farrell FCSI
Portfolio Manager

Anne has worked in the financial industry since 1986 and has been managing portfolios with The Latremoille Begg Group since 1993. Specializing in investments across the markets, she uses her vast industry knowledge to customize portfolios that meet the individual needs of each client. Anne has her Options License and Insurance License, and is a Fellow of the Canadian Securities Institute. 

Jody Bent CIMĀ®
Investment Advisor

Jody joined the Latremoille Begg Group in 1994. As an Investment Advisor, she is responsible for investment management support. She also collaborates with external professionals as part of the team’s integrated approach. Jody is a Chartered Investment Manager and has Level II Insurance license. 

Anne Kim FMA, CFP
Associate Investment Advisor

Anne is an experienced financial professional with 25 years of experience in the industry. Anne runs the administrative side of the office, and prepares customized client reports, provides day to day client service, and collaborates with the Tax and Estate Planning team regarding client wealth planning issues. She holds the titles of Financial Management Advisor (FMA) and Certified Financial Planner (CFP). 

Certified for fiduciary excellence

Richardson GMP was the first investment advisory firm in Canada to earn the Centre for Fiduciary Excellence (CEFEX) certification for our Separately Managed and Portfolio Management Account Platforms. This certification is proof that we do what we promise: place our clients’ interest ahead of all else. In this, we are leading the way for the industry.

We are pleased to announce that Richardson GMP has once again earned its CEFEX certification. Our certification details can be found by visiting