Your wealth management team

Randall Gray
Vice-President & Investment Advisor
Tel: 416.941.6713

For nearly 30 years, Randall Gray has provided wealth management services to prominent Canadian families, retirees, small corporations and institutions. Following careful consideration of their long-term objectives and true risk tolerance, Randy provides customized investment advice and tailored portfolios as well as enduring financial plans, drawing from his experience navigating a myriad of market cycles and economic crises. Randy’s methodology encompasses estate planning, tax minimization and insurance strategies. He acts as a financial CEO, ensuring that all aspects of your wealth work in unison. Investors particularly value Randy’s ability to create sincere rapport, earn lasting trust and build relationships that make them feel a part of the wealth process.

Randy has investing in his blood: his father worked for Richardson Securities in the 70’s as head of research and Randy himself is a founding partner of GMP Securities, predecessor to Richardson GMP. Prior to being a founding Partner at Richardson GMP, Randy was Associate Director Private Client Financial Services at ScotiaMcLeod for 15 years and Vice President Asset Management at boutique investment firm First Associates. Randy keeps his team and client base small to offer a competitive advantage for his clients: he is directly involved in serving every investor with a degree of personal dedication that leaves no doubt about his commitment to their financial well-being.

As a young man, Randy attended Charterhouse School in the UK. Founded in 1611, Charterhouse ranks as one of England's top independent boarding schools and one of its great historic institutions. This experience, as well as living abroad, gave Randy the gift of relating to people from all walks of life all across the globe. Randy graduated from the University of Calgary with a BA in Business and English in 1982 and is an avid cyclist, windsurfer and hockey player who enjoys travelling with his wife and three children both at home and abroad. Fluent in German and competent in French, Randy is keen to expand his repertoire of languages and explore new cultures, documenting his journeys through the lens of his camera.

Anita Prakash
Associate
Tel: 416.941.6736

Anita provides administration and support for Randy’s practice and best-in-class client services through timely responses. She’ll be your first point of contact for any general and administrative inquiries and will be there to lend a guiding hand whenever needed.

In addition to administration services, Anita assists Randy throughout the investment decision-making process from investor profiling to performance reporting.

Anita graduated with a Bachelor of Commerce degree from the University of Toronto and has successfully passed all three levels of the Chartered Financial Analyst (CFA) Program.

James Price, CFA

Portfolio Manager

Jamie is the Director of Investment and Advice at Richardson GMP. In this capacity, Jamie helps advisors and clients build portfolios and navigate a crowded universe of investment products. In addition, Jamie contributes the writing of our market commentaries, including the daily Launch Pad, to keep our advisors and clients well informed. Jamie graduated from Queen’s University with an Honours BA in Economics and Geography in 1997 and started in fixed income the same year working on the Bond Desk at First Marathon Securities, which was later acquired by National Bank Financial. Jamie joined First Associates in 2003, which evolved into Blackmont Capital and then Macquarie Private Wealth. He was appointed Vice President, Fixed Income, in 2005 and became a Chartered Financial Analyst charter holder in 2006. A year later, he was appointed Director of Fixed Income. Jamie’s experience in the bond world makes him well positioned to contribute to the macro strategy of the asset management team. Jamie Price, as a portfolio manager, is the lead manager of the Connected Wealth bond strategies.

Joey Mack, CFA

Director, Fixed Income, GMP Securities L.P.

Joey is a Director, Fixed income, GMP Securities L.P. In his role, Joey supports the fixed income business of Richardson GMP by providing advisory and trading services in fixed income securities and preferred shares that create value added ideas. He works closely with Investment Advisors, discussing market strategy and recommending fixed income solutions. Joey develops and maintains relationships with third party dealers for GMP Securities L.P. in order to improve trade execution and gain access to a broad suite of products for Richardson GMP.

Prior to joining GMP Securities L.P., Joey was with a Canadian bank-owned dealer, where he headed up the retail fixed income trading desk, and was responsible for managing the working relationship between the Capital Markets and Wealth Management Divisions. Prior to this role, he held several progressive positions including roles as a credit research analyst and as trader in London, England, covering the dollar bloc Eurobond market and backing up dollar bloc government market making activity. Joey has been in the industry for over 14 years.

Joey holds a Bachelor of Commerce degree from the University of Toronto, and received the CFA designation in 2000. His professional affiliations include membership in the CFA Institute and the Toronto Society of Financial Analysts. Joey has completed the Canadian Securities Course (1994), the Conduct & Practices Exam (1995, 2007), the Options Licensing Course (1999), the Futures Licensing Course (2000), and the Partners, Directors and Officers Exam (2007). Joey is a Registered Representative under the Investment Industry Regulatory Organization of Canada.

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).

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.

 

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