Richardson Wealth | Andy Rafelman

As a Portfolio Manager, I am allowed to manage client assets without having to spend my time selling my recommendations. This means I can always do what is best for the client without delay. My goal is to meet the mutually agreed upon asset, return and risk objectives that we have set. I have access to traditional and innovative wealth management solutions, top-ranked research, and superior trade execution—plus the recognized financial strength and expertise that comes from being Canada’s largest independent wealth management firm.

Prior to entering the investment industry, I spent 19 years in the manufacturing business, rising to Vice President and General Manager of Noma Inc. (a prominent Canadian public company). My first three years advising private clients were with ScotiaMcLeod. I then moved to First Associates as a Director and Vice President, where I spent three years. I resigned in 2004 to build up my own advisory business at Wellington West; which was subsequently taken over by National Bank. One year later I joined Macquarie Private Wealth which was then acquired by Richardson Wealth (formerly Richardson GMP).

Adam graduated from the co-operative commerce program at Dalhousie university where he gained invaluable experience working through the 2008 financial crisis. Over the last decade he has worked at several asset management firms large and small in a wholesale capacity, partnering with financial advisors and portfolio managers to help them find the right investment solutions for their clients. He recently completed his Certified Investment Manager (CIM) designation and is looking forward to beginning work on his Certified Financial Planning designation shortly.

In his personal time Adam likes to stay active with sports and fitness and loves to travel when time allows.

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 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.