In 1999 Michelle received her CIMA (Certified Investment Management Analyst) designation from the Wharton School of Business. Michelle has served as president of the Manitoba chapter, Investment Dealers Association of Canada and was a Manitoba finalist for the IDA Award of Distinction. She is the past president of the Winnipeg Jazz Orchestra and currently serves on the Winnipeg Humane Society board of directors. Michelle and her husband, Dr. Tom Simpson, enjoy travelling the world and experiencing different cultures. They also spend time at their Lake of the Woods cottage.
Jeremy started in the industry with a Business Administration degree over 15 years ago. He partnered with the team as an advisor in 2012, and has played an invaluable role providing high quality service and advice to high net worth families. His Chartered Investment Manager helps provide clients with investment solutions tailored to their needs, and ultimately achieve their goals at Canada’s top independent wealth management firm.
At home, Jeremy and his wife Cassia have their hands full as they welcomed their third daughter to their family in 2018. They are currently involved with inner city work and have been involved with missionary work in South Sudan. Jeremy is the chair of the Mood Disorders Association of Manitoba board. He enjoys playing hockey and golfing when he can find the time.
Trevor's experience in the financial industry spans a decade, starting with a role at a Canadian bank prior to moving to an investment management firm. In 2014, Trevor jumped at an opportunity to join Richardson Wealth's independent, client-centric culture and partnered with Michelle and Jeremy. With a background in entrepreneurship, Trevor enjoys problem solving and goal planning - skills that translate well to his role as an advisor. In 2017, he completed the Chartered Investment Manager designation to expand his investment management skill-set and recently finished the Personal Financial Planner designation in 2020 to broaden his financial planning knowledge to help clients achieve their financial goals.
Outside of the office, Trevor enjoys cooking (especially if it involves using his smoker), cheering on the Winnipeg Jets, improving his (mediocre) golf swing, and spending time with his wife, Rebecca, and two young boys, Holden and Thomas.
Jonathan immigrated to Canada in 2017 from his hometown Torreon, Mexico. After working for several years in Vancouver, BC performing different accounting roles, Jonathan decided to move to Winnipeg where his wife Jane is originally from. He holds a Bachelor’s degree in Business Administration in Finance from Texas A&M International University. Passionate about bringing superior customer service, he recently finished the Investment Representative training (IR) to further his education and continue to serve clients in achieving their financial goals.
Outside the office, Jonathan is a member of the Manitoba Major Soccer League (MMSL) and plays soccer during summer season. Both Jonathan and his wife, Jane, enjoy trying new recipes from different cuisines (especially if it involves avocados), and traveling to different places during holidays.
Passionate about providing excellent client service and wanting to take the next step in her career, Dori left her role at a Canadian bank to join our team at the beginning of 2017. Dori takes pride in ensuring clients have an exceptional experience for all their wealth management needs and is usually the first voice you will hear when you call the office phone line.
When she’s not in the office, Dori spends time outdoors with her kids, and visits rural Manitoba frequently to see family