Meet Our Team

A team dedicated to financial service excellence

Diana Dowhaluk
Senior Vice President, Investment Advisor

With more than 25 years experience, Diana works with a variety of high net worth clients whose wealth management needs are as unique as they are.  Providing day-to-day financial management, she strives to earn and keep the trust of her clients by keeping clear lines of communication and respecting their often busy lifestyle. Many ask her to help them navigate their retirement planning, tax, estate, philanthropic needs or business succession plans. One thing they all share in common is the comfort of knowing their personal wealth is in good hands.

 

Everything Diana does is grounded in the highest standards of integrity, transparency and best practices. She takes pride in providing her clients unbiased advice and recommending solutions that will benefit them, tailored to their needs. Diana works closely with her clients to develop a clear understanding of what’s most important to them, focusing on individual goals, tolerance for risk and investment horizons. Because they can always trust she is solely focused on protecting and enhancing their wealth, they can focus on living life on their terms.

 

Prior to joining Richardson GMP Diana worked at Macquarie Private Wealth, TD Waterhouse Private Investment Advice and National Bank Financial.

 

Diana graduated from the University of Toronto with an Honours Bachelor of Arts and has her Level II Life Insurance License.

Vera Siu
Associate Investment Advisor

Vera is an integral member of the team. Her high standards, dedication and attention to detail managing the administrative needs of the team ensure that our clients receive the best possible service. With more than 20 years in financial services, Vera worked at Midland Walwyn, Merrill Lynch and CIBC Wood Gundy prior joining a predecessor firm. She has successfully completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH).

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

person

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.

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.

 

Sean Hsu, CPA (New Hampshire), MTax

Tax Specialist, Tax & Estate Planning

Sean provides his expertise to Investment Advisors and their clients to develop tax and financial planning strategies, and to deliver integrated solutions addressing their unique needs.

Sean has significant experience in Canadian and U.S. income tax planning and compliance for high net worth individuals, with a focus on integrated cross-border wealth, estate and trust matters. Before joining Richardson GMP, Sean was at a multi-national accounting firm as a manager in the firm’s private client tax group, specializing in Canadian and U.S. tax. Sean has authored and contributed to several articles for BorderCrossings, a Thomson Reuters publication with insightful commentary on cross-border issues faced by Canadians.

Sean is also a facilitator and teaches in the Chartered Professional Accountants of Canada’s In-Depth Tax Program. He holds a Bachelor of Commerce from the University of Toronto, a Master of Taxation from the University of Waterloo, and is a U.S. Certified Public Accountant with the New Hampshire Board of Accountancy.