David joined Richardson GMP in February 2009, prior to joining Richardson GMP, he was a partner and major shareholder of a private investment firm in Western Canada. David specializes in family wealth plan design, portfolio construction, tax minimization strategies, and retirement, succession and estate planning. With 20+ years of experience in the financial services industry, he is recognized for his client-centric approach, providing them with the education they need to actively participate in the investment decision making process. David is a graduate of the University of Alberta, a Fellow of the Canadian Securities Institute (FCSI®) and a Chartered Investment Manager (CIM®).
Working closely with David, Andy is also a Portfolio Manager who is involved in all aspects of portfolio construction and our wealth planning process. Andy’s career began in 2001 after graduating from the Northern Alberta Institute of Technology in Finance. Andy holds the Certified Financial Planner (CFP), Canadian Investment Manager (CIM®) and Chartered Financial Analyst (CFA) designations.
Shannon has been in the investment industry for 20 years and is a graduate of the Northern Alberta Institute of Technology where she received her Finance Diploma with honours. Since then she has completed many courses including recently, Wealth Management Essentials and Financial Planning Supplement. She is currently working on obtaining her Certified Financial Planner (CFP) designation. Shannon is responsible for managing many aspects of the client experience.
Mary’s career began in 2017 after graduating from the University of Alberta, Bachelor of Commerce program. She fills key support roles in client service and administration and has recently completed the Canadian Securities and Conduct and Practices Handbook courses.
Candace has been in the industry since 2011 and joined the Porter team in October 2017. Candace is responsible for gathering, updating and maintaining documentations and providing administrative support to help our team deliver service to the highest standards.
Candace enjoys traveling, spending time outdoors and with her family.
Taylor joined our team in December 2016 as an Assistant. Taylor has a varied background in client service and finds the financial industry quite interesting. She primarily handles scheduling, receptionist duties in the office and various other administrative tasks. She is the friendly voice that will most likely greet you when you call Porter Zylstra Wealth Management Group.