Key role: Portfolio Management, Team Leadership, Alternative Investments
Driven by his passion to learn about the business world and keep abreast of new advancements in technology, Neil obtained his Bachelor of Commerce degree from the University of Alberta in 1992 and then followed that with a masters in economics from the University of Dundee in Scotland. Neil then joined the investment industry with CIBC Wood Gundy, where he began building his roster of loyal clients at a young age.
In 1996 Neil broke new ground by becoming one of the first Advisors in Canada to earn his Portfolio Manager’s designation – in fact, he was only the 16th person to obtain this qualification. As an early trailblazer, he led the industry to recognize investors’ demand for discretionary investment services to free them from the pressure of making day to day trading decisions.
Neil moved to Richardson Partners Financial Limited (predecessor to Richardson GMP) in 2005 and has been providing specialized services to entrepreneurs, affluent families and professionals at Richardson GMP since that time.
Neil is a Fellow of the Canadian Securities Institute (FCSI) and a Chartered Investment Manager (CIM®). When he is not advising clients and managing the Edmonton branch of Richardson GMP, Neil is an avid mountaineer and mountain guide who also serves as President of the Alpine Club of Canada. Neil is co-founder of The Richardson GMP Evening of Wine and Words, an award-winning fundraiser in support of the Centre for Family Literacy, and he is also a member of the event’s organizing committee. Neil has participated in numerous marathons, triathlons and adventure races over the years which combines his love of the outdoors with his joy in taking on a new challenge.