Often referred to as Alexandra Horwood & Partners’ Chief Investment Officer (CIO), Kyle Johnson is rigorous with his due diligence on investments and maintains close relationships with our preferred partners and investment management teams. He specializes in tax-smart strategies, building, monitoring and rebalancing model portfolios. He is efficient when exercising options, warrants and highly technical trading strategies. Kyle is an experienced financial planner and offers personalized wealth plans, retirement projections and detailed investment analysis to our valued clients.
Prior to joining the Horwood Team in 2012, Kyle worked in account management and investing at a Canadian chartered bank for four years. He has a Bachelor of Arts in Economics from York University and is a Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®).
In his spare time, Kyle enjoys playing pétanque, golfing and travelling.
Aneesha’s role is constantly evolving. Taking the lead for the team’s day-to-day operations, Aneesha acts as a liaison between the investment and administrative teams, both independent and internal. She ensures that projects, plans and requests are streamlined, completed in a timely and efficient manner and with the utmost professionalism. Aneesha’s strong organizational skills are valued, acting as the main coordinator for the team and Alexandra’s demanding schedule. She works diligently to schedule meetings, including Quarterly and Annual Wealth Management Reviews for our valued clients and partners. Her analytical approach is exemplified during annual reviews where she is responsible for preparing the necessary reporting and documentation prior to each meeting, in addition to her monthly and quarterly personalized reporting requests. Aneesha acts as the back-up trading personnel, executing complex trading requests in a timely manner. Aneesha’s detailed focus to client needs and team support makes her a key member of our team.
Aneesha has a Bachelor of Business Administration, concentration in Finance from Wilfrid Laurier University. She also studied abroad at France’s Neoma Business School. She is currently working towards obtaining her CFA designation.
Aneesha enjoys kickboxing and yoga, as well as baking and travelling.
Sharbari Chakraborty’s behind-the-scenes support is key to the inner workings of Alexandra Horwood & Partners. She’s prompt and maintains unparalleled service excellence when liaising with both clients and advisors. Prior to joining The Horwood Team in 2012, Sharbari worked in the Securities Department of Operations at Richardson GMP (now Richardson Wealth) & Richardson Partners Financial.
When she’s not spending time with her husband Manoj and their daughter Deshna, Sharbari enjoys cooking, travelling, music and reading.
Estate and Insurance Advisor
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 (Chartered Accountant) 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 (Canadian Securities Course) and earned his CFP (Certified Financial Planner) designation in 2003.
*Insurance services offered through Richardson Wealth Insurance Services Limited.
Vice President, Tax & Estate Planning
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 Wealth, 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.
Senior Tax Specialist, Tax & Estate Planning
Sean collaborates with Investment Advisors and their clients to develop tax and financial planning strategies and to deliver integrated solutions addressing their unique needs.
Sean is an accountant with experience in Canadian and U.S. tax planning for high net worth individuals, with a focus on integrated cross-border wealth, estate, and trust matters. Before joining Richardson Wealth, Sean was at a multi-national accounting firm practicing in the private client group. He has authored and contributed to several articles for BorderCrossings, a Thomson Reuters publication with insightful commentary on cross-border issues faced by Canadians and U.S. citizens.
Sean is also a facilitator in the Chartered Professional Accountants of Canada’s In-Depth Tax Program. He is a U.S. Certified Public Accountant, a member of the Society of Trust and Estate Practitioners, and holds a Master of Taxation from the University of Waterloo.