Being a Vice President and Investment Advisor at Richardson Wealth for over twenty-five years, I provide a variety of wealth management services for select individuals and corporations. Tailored to you, my approach offers effective asset allocation and tax strategies that are continually adjusted to accommodate your changing needs and the realities of today’s markets. Fundamentally, our goal is to protect and preserve your capital in order to allow it to prosper.
On top of having a Master of Business Administration (MBA) in Finance from McGill University, I am also a Chartered Professional Accountant (CPA) as well as a Certified Management Accountant (CMA) and a Certified Financial Planner(CFP). These credentials allow me to provide valuable insights in a wide range of areas such as estate planning, financial planning, charitable giving and minimizing taxes.
I proudly support my community by specializing in assisting clients in building meaningful legacies as well as donating to their chosen charities most effectively. Not only am I Chairman of the Foundation Board at Bishop’s University where I received an undergraduate degree, but I am also a board member at Sistema Toronto which provides free musical education to children ages six to twelve who live in disadvantaged Toronto neighbourhoods.
I have helped several of my clients establish Donor Advised Funds at the Toronto Foundation.
For over twenty years, my wife and I have been very active in donating significant amounts of time and resources in the education and healthcare sectors focusing on important Canadian institutions such as Sick Kids Hospital, Sinai Health Foundation, OCAD University, McGill University and Bishop’s University.
We live in North Toronto and enjoy theatre, music, fitness and sports.