Your Portfolio Management Team

Our wealth management team is comprised of two experienced industry professionals, Kathleen Wronski and Michael Cann; we are supported by our Associate Jorge Saban Jr. and assistant Corey Eccles. 

In November 2004, we joined Richardson Partners Financial Limited (now Richardson GMP), having formerly worked at BMO Nesbitt Burns. Having worked as a team since 1996, gives us the ability to serve our clients better and benefit from each other’s expertise. Combined, we have over 50 years of investment industry experience. We serve our clients and their families by providing financial security and peace of mind in both prudent asset management and planning of their complete family affairs.

Kathleen Wronski
Director, Wealth Management & Portfolio Manager
Tel: 416.969.3045
LinkedIn

For over 30 years, Kathleen has been helping families and business professionals achieve their retirement goals. She began her career in the investment industry in the early 1980’s after earning her degree in Business Administration from the Richard Ivey School of Business.

Early in her career, Kathleen learned the importance of developing long-lasting and trusted client relationships, and this has continued to be a cornerstone in her practice. As a Portfolio Manager with an expertise in retirement planning, Kathleen provides tax-efficient wealth planning and fundamental wealth management solutions with a focus on alternative investments.

In 2016, Kathleen published the revised version of her book, “If I Retire, How Will I Know When It’s the Weekend”. She distills her experiences as a wealth advisor and retirement specialist into a holistic guide to retirement. Through thoughtful commentary and entertaining real-life stories, Kathleen helps answer the age old question – “Will I have enough to retire?”.

Outside of the office, Kathleen is actively involved with many charities and is a board member on the Children’s Aid Foundation; a leading charity dedicated to improving the lives of youth in the child welfare system. During her spare time, she can be found outdoors at the cottage and going on hiking excursions.

Michael Cann
Director, Wealth Management & Portfolio Manager
Tel: 416.969.3046

An alumni of Trinity College School (1987) and graduate of McGill University, BA (Economics) in 1991, Michael began in the investment industry in 1994 as an Investment Advisor at a bank owned investment brokerage. Michael’s experience in the accounting industry and as an accountant in corporate finance at a large US based mutual fund company has been valuable in helping educate clients and manage their investments.

Michael is an active member of the Whitevale Golf Club and the GTA Am Golf tour. A long time resident of Durham Region, he and his wife Linda keep busy with their beautiful daughters, Madeline and Annika.

Jorge Saban Jr.
Associate Investment Advisor
Tel: 416.969.3057

Jorge joined our team in July 2007. As a graduate from Ryerson University with a degree in Aerospace Engineering Jorge brings a wealth of knowledge and experience. Having previously worked for Boeing, XM Satellite Radio and Manulife has given Jorge has the tools he needs to provide his clients with world class customer service.

Craig D. Basinger, CFA

Director, Asset Management, CIO

Beginning his investment career in 1995, Craig Basinger has focused on investment strategy and managing Canadian and U.S. equity portfolios for Canadian investors. Craig believes that investment success begins with the big picture. If you are in the wrong sectors, the best stock picking in the world can’t save you. Craig spends a considerable amount of analytical energy on identifying economic expectations, allocating assets, and formulating sector views and style/quantitative tilts. He develops and tests these themes continuously. At the company level, he uses fundamental research in conjunction with a proprietary quantitative scoring system and technical analysis for entry/exit points. Craig’s multi-disciplined investment approach combines economics, early foundations in quantitative research and fundamental analysis.

 

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.