Meet our team

For many years, our experienced team has been building long term relationships to help families and entrepreneurs achieve success — in other words — helping them live life on their terms.

Dirk Yzenbrandt B.Sc.
Director, Wealth Management, Investment Advisor, Portfolio Manager
Tel: 250.655.6940

Dirk has been in the investment industry since 1987, training in New York and Toronto with Prudential Bache. He is a third generation Investment Advisor: his grandfather was a director of the Amsterdam Stock Exchange and both parents were Financial Advisors. Dirk's professional focus is on providing Wealth Management to High Net Worth Individuals, families and institutions, as well as Estate and Retirement Planning. He uses a strict buy and sell discipline based on sound reasoning and tailors individualized portfolios with an eye on tax minimization.

Dirk enjoys dealing directly with clients and prefers face-to-face meetings on a regular basis either in the office or at the client’s home in order to truly understand their goals and lifestyle. He prioritizes simplifying the investment process for clients to best assess their risk tolerance and manage their asset allocation accordingly.

When not serving clients, Dirk loves spending time with his family and grandchildren. He is also an amateur photographer and astronomer who likes to unwind by swimming, biking, and walking the dogs.

James (Jay) Fray B.Comm., MBA
Vice President, Investment Advisor, Portfolio Manager
Tel: 250.655.6960

Jay has worked in the financial industry for over 20 years, starting with a major Canadian chartered bank, where he spent eight years as an executive officer focusing on investment strategies and wealth management services. Jay achieved the Portfolio Manager designation in 2006 and holds a level II Life Insurance license. Jay has extensive experience in working with and for individuals, families, pension plans and non-profit organizations.

Originally attracted to the investment industry by the opportunity it presented to use his analytical and people skills in an entrepreneurial role, Jay has particularly enjoyed working at Richardson GMP for the independence and partnership benefits it offers. He most enjoys listening to client needs and educating clients on investment in their portfolio, and his primary goal is always a clients’ peace of mind.

Away from work, Jay most enjoys spending time with his wife, children and grandchildren. He is also an avid reader, traveller and golfer.

Susan McClinton CIM
Associate Investment Advisor, Portfolio Manager
Tel: 250.655.6942

Susan has been in the investment industry since 1996. She moved to Richardson Partners with Dirk in 2008, attracted by the partnership culture and opportunity to have a real say in the direction of the company. As a Chartered Investment Manager, she has the skills to assist High Net Worth clients and is qualified to advise clients on all of their investment needs. She creates retirement plans and constructs client portfolios in keeping with their risk tolerances and financial goals. Through research, Susan finds and tracks companies that qualify for the group's strict investment discipline.

Susan thrives off the ever-changing nature of the investment business and loves the fact that every day is an education. The most rewarding aspect of her job is the client relationships: earning clients’ trust and working to ensure their financial well-being. 

Out of the office, Susan enjoys dancing and landsailing with her husband and catching up with their six adult children and the rest of her large family. Cycling, gardening, fitness classes and long walks with the dog also provide a welcome change of pace.