Mounir El-Ayari CIM, FCSI, CSWP
Director, Wealth Management, Portfolio Manager
Tel: 416.969.4794
LinkedIn

After graduating from university in 1995, Mounir joined a bank-owned investment dealer as an Investment Advisor. Early in his career, he learned the importance of developing a deep understanding of his clients’ financial needs and objectives. He also learned the value of investing in only the highest-quality securities and managing risk to preserve capital.

As his career progressed, Mounir added four designations to his credentials: he became a Chartered Investment Manager (CIM), a Certified International Wealth Manager (CIWM), a Professional Financial Planner (PFP), and a Fellow of the Canadian Securities Institute (FCSI) and is licensed to trade options and futures. Mounir is also licensed to provide life, disability and accident & sickness insurance.

Mounir advises broadly diversified investors who include high-net-worth families, C-level executives, trusts, foundations and businesses. He goes beyond portfolio management, with the help of firm’s trusted in-house professionals, to provide tax, insurance and estate planning strategies that address all private wealth needs from top to bottom. All of his client relationships begin the same way - a relaxed meeting consisting of a straightforward exchange of ideas. He encourages people to openly share their personal and business circumstances, concerns, risk tolerance, hopes and goals. Mounir listens carefully to gather key insights from his meetings that inform his actions.

In 2016, Mounir joined Richardson GMP to better serve the needs of his clients with a firm that specializes in wealth management. Believing strongly in the importance of trust, integrity and an elevated code of service, Richardson GMP’s reputation for client care and heritage of high ethical standards resonated with him. More specifically, Mounir appreciates that Richardson GMP is the first wealth management firm in Canada to earn Centre for Fiduciary Excellence Certification as an Investment Advisory firm.

In addition to a very high level of service, the hallmarks of Mounir’s practice are competitive fees, transparent performance reporting, regular communication and contact, and client education – Mounir often emails his clients with personal commentary along with articles of interest to provide pertinent information.

Mounir and his wife keep busy with four active kids in North Toronto. Mounir enjoys relaxing at the family cottage, fishing, scuba diving and playing the occasional round of golf.

Connie Lister
Associate
Tel: 416.969.4795

With more than 35 years of experience in the investment industry, Connie Lister has managed Mounir’s administrative hub and consistently provided superior service to him and his clients since 2006. Connie is your first point of contact – she takes trading orders, prepares quotes, answers year-end tax enquiries, investigates and resolves accounting issues, and maintains accurate client files with the efficiency and care that forge strong and lasting client relationships.

Prior to joining Mounir at National Bank Financial, Connie worked at RBC Dominion Securities as a Branch Administrator and Sales Assistant.

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.

 

Pinal Gadhvi, B.Comm., CFP®

Financial Planner 

Located in our Toronto office, Pinal works collaboratively with our Tax & Estate team to help provide best-in-class solutions to investment advisors and their clients. He brings depth of experience and technical expertise in answering financial planning questions and developing strategies. Pinal establishes comprehensive personalized wealth plans detailing client priorities which clarify their long-term objectives and provide peace of mind as clients plan the transfer of their wealth to the next generation.

Pinal has many years of experience in the financial services industry in various capacities. Throughout his tenure in his previous roles, Pinal has provided financial advice to affluent Canadians. Pinal has a Bachelor of Commerce degree from Ryerson University and is a Certified Financial Planner practitioner. He has also completed the Canadian Securities Course (CSC), Wealth Management Essentials (WME), and Professional Financial Planning Certification (PFPC).

 

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.