Our Team

Our team has extensive experience providing investment and wealth management advice to successful families, entrepreneurs and retirees.

 

 

Emily Krieger CFP, CIM®
Investment Advisor
Tel: 250.655.6956

 


Emily began her Investment career in 2003, before joining Richardson Partners Financial, now the largest independent Canadian wealth management firm, in 2008.

Having received her Chartered Investment Manager and Certified Financial Planner designations, Emily has a deep understanding of business, stocks, and economics.  Emily is passionate about digging into financial statements, studying charts, and uncovering growing companies that are trading at a good value. She follows an extremely disciplined approach to investing and is constantly vigilant of opportunities, wherever they may lie. The investment advice Emily provides is tailored to her clients’ specific needs, cash flow requirements, and lifestyle goals.

Emily works with multiple generations of families.  She has deep rooted relationships with her clients and their family members. Emily takes pride in understanding her clients’ dreams and helping bring them to life.  “It is incredibly rewarding to see clients retire, and enjoy their retirement, with the wealth they have worked so hard to accumulate.”

Outside of the office Emily enjoys spending time with her husband, children and 2 dogs.  Emily appreciates living on the peninsula, which allows for a lot of time to be spent outdoors.  Her family loves spending time on the water, exploring the Gulf Islands, or going on adventurous hikes with their dogs. 

Isaac Maxwell B.Math
Associate
Tel: 250.655.6943

Isaac joined the team in January of 2021. He graduated from the University of Waterloo in April of 2020, with a Bachelor of Mathematics, and majored in Business Administration. He took his business classes at the Lazaridis School of Business and Economics. Prior to joining Richardson, his professional experience consists of part time work at a large bank, and a summer internship at an investment counsel in Waterloo. 

Isaac enjoys using his quantitative and analytical skills in evaluating investment opportunities. His research is always client-focused and understands that every client’s risk and return objectives are unique. He supports the team in all aspects of the wealth management process. Integrity, hard work, and always being focused on the big picture are his core values.

Isaac is in pursuit of the Chartered Financial Analyst (CFA) designation. He scored inside the 90th percentile in the CFA Level I Exam in December 2020, and looks forward to registering for Level II soon. Isaac is registered as a Registered Representative (RR).

Isaac grew up on a small farm in Mono, Ontario, and currently lives in Victoria. In his spare time, he can be found on the golf course, playing other sports, or taking advantage of all that BC has to offer.