Who we are

We are a collaborative team of professionals who provide unparalleled support, planning, advice and resources for a select group of clients. We liaise with internal experts, outside counsel and Richardson GMP’s Private Family Office. Learn more about our expertise below:

Mark Tetrault CIM®, BBA, PFP
Senior Vice President, Investment Advisor
Tel: 514.693.6504

As families evolve, wealth follows suit. For 25 years, Mark Tetrault has been standing by his clients and anticipating those changes, developing and executing strategies to assist clients in reaching their goals. His goal-based approach has earned him the role of trusted advisor and investment manager to a group of about 100 affluent families in Montreal, Ottawa, and Toronto.

After graduating from university in 1993 with a Bachelor of Business Administration in Finance, Mark began working with an independent firm in the first half of his career. The second half of his career was spent with Canada’s two largest banks. In 2015, while at TD Wealth, he earned the status of Top 100 Advisor, being recognized as one of the firm’s elite and most trusted practitioners.

His career has come full circle, joining Canada’s premier independent wealth management firm. This entrepreneurial nature and need to serve his clientele in a more agile way drew him to establish his practice at Richardson GMP in 2019.

Mark currently holds some of the industry’s highest designations in wealth management including Securities Advisor, Insurance Advisor, Professional Financial Planner (PFP) and Certified Investment Manager (CIM®). He lives in Hudson with his family. When he’s not serving clients, he can be found traveling, golfing, playing tennis, skiing and working with his favourite charity.

Helen Hatzitzanakis B.Comm. Fin, PFP, CFP®
Investment Advisor
Tel: 514.693.6506

As an Investment Advisor, Helen Hatzitzanakis brings an intuitive understanding of client needs to the practice combined with sharp market acumen honed over 20 years in the financial services sector. Initially introduced to wealth planning through the lens of family finances at a young age, Helen pursued finance in university, graduating with a Bachelor of Commerce from Concordia in Montreal.

She built the early part of her career as an advisor at an independent firm before moving to one of Canada’s largest bank-owned investment dealers. She joined Richardson GMP in pursuit of an independent, entrepreneurial approach while providing her clients with access to a wider team of in-house tax and estate planning professionals and the Richardson GMP Private Family Office.

Today, working alongside Mark, Helen is a trusted advisor to a select group of families in Quebec and Ontario who enjoy her expertise surrounding unbiased advice and service.

In addition to her B.Comm Finance, Helen has her Certified Financial Planner (CFP®) and Personal Financial Planner (PFP) designations. Helen is a fully licensed broker and is also fully insurance licensed to best serve her clients’ needs. When she’s not working alongside clients, Helen enjoys spending time with her husband and two daughters. She loves reading and painting.

Brad Conklin BBA Finance
Associate Investment Advisor
Tel: 514.693.6505

Brad Conklin leads operations for the team, facilitating investment management, designing wealth plans unique to individual client needs, and coordinating daily client needs.

Over the course of 20 years in the financial industry, Brad has run the gamut, establishing expertise in everything from wealth management to back-office operations and customer service. Brad has successfully completed the Canadian Securities and Conduct and Practices courses and obtained his Registered Representative license. He executes orders in equity, fixed income, ETF and mutual fund investments.

A graduate of Bishop University, Brad spends most of his personal time coaching his three boys in hockey. With a passion for golf imparted by his father who played professionally, Brad also enjoys tennis, poker and travelling.

Amélie Campeau-Lanctôt, LL.B., LL.M. Tax

Vice President, Tax & Estate Planning

As a member of the Tax & Estate Planning team at Richardson GMP, Amélie provides her expertise and works closely with Advisors and their clients to identify and develop tax and estate planning strategies that address clients’ overall wealth planning needs.

Amélie holds a Bachelor’s degree in Law from the Université de Sherbrooke and a Master’s degree in Taxation from HEC Montréal. She is a registered lawyer in the Roll of the Order of the Barreau du Québec. Prior to joining our Tax & Estate Planning team at Richardson GMP, she worked in taxation in large accounting firms.

In recent years, she has developed extensive experience in estate planning.

Her legal training gives Amélie the expertise in reviewing wills and she has an in-depth technical knowledge of rules governing trusts and taxes at death. As part of her Master’s in Taxation, her thesis was on the incorporation of employees and the rules for personal services businesses. She has thus developed an expertise in this matter. Moreover, Amélie has lectured on incorporation of employees among other subjects at the Association de planification fiscale et financière (APFF).