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. 

Extended Team

Chris Harrison

Financial Planner

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Located in the Vancouver office of Richardson Wealth, Chris rounds out the Tax & Estate Planning team’s coast-to-coast support of Richardson Wealth’s Investment Advisors and their clients. Drawing upon the collective knowledge and experience of the Tax & Estate Planning team, he works closely with Investment Advisors to deliver comprehensive wealth planning services covering tax, financial, estate, insurance and investment planning needs to their clients.

With his engineering and corporate planning experience coupled with over two decades in the financial services sector, Chris brings his passion to the table in delivering comprehensive wealth planning solutions. Relishing the challenges brought forth by ever-changing tax and regulatory environments, he creates comprehensive, understandable, and practical solutions for our clients’ diverse financial needs.

Chris is a Certified Financial Planner® practitioner and has completed the Canadian Securities Course (CSC), the Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (IFIC). Chris has also completed certification (with honours) in the area of personal tax review and preparation.

Alysha To CFP®, TEP, CLU®, CHS, MTI, CIM

Senior Financial Planner

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A wonderful addition to our Vancouver office, Alysha takes a holistic approach to wealth management, working closely with advisory teams and their high-net-worth clients to identify wealth, and tax and estate planning opportunities. She leads the wealth planning process in its entirety — from goals-based discovery to developing detailed financial and estate plans, through to strategy implementation.

Alysha provides clients with comprehensive wealth services including expert insight on tax, intergenerational wealth transfer, philanthropy, and strategic retirement and estate planning. She holds specialized designations in financial planning, estate planning, insurance, risk management and portfolio management.

Alysha is actively involved in the industry — she is Chair of Programs Committee for the Society of Trust and Estate Practitioners (STEP) Vancouver Executive, a mentor to students through Junior Achievement of British Columbia, STEP and the BCIT Financial Planning Program, and serves as Director and Chair of Education for the Financial Planning Association of Canada (FPAC).

Eleena Swan CFP®, CLU, EPC

Estate & Insurance Advisor

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Eleena Swan is an estate and insurance advisor who works closely with investment advisors to deliver comprehensive insurance planning services to their clients.

She has over 20 years of experience in the insurance industry and has developed an extensive knowledge of life and health insurance as well as complex insurance strategies. Eleena employs a dedicated, compassionate, holistic planning-based approach to assist clients with preserving their wealth so they can enjoy what they have worked so hard to build. Her dedication and compassionate approach ensures that plans are custom tailored to each client’s unique set of circumstances and delivered with a high level of care.

Eleena holds her Certified Financial Planner, Chartered Life Underwriter and Elder Planning Counsellor designations and is a life member of the Million Dollar Round Table (MDRT). Her passion for the industry has led her to volunteer her time and help others. She currently volunteers with the Advocis Programs Committee, and is a past vice-president of the Board of Directors at the Houston Chamber of Commerce as well as an MDRT Foundation Canada Board Member, which is the philanthropic arm of MDRT. Eleena also maintains memberships with the Financial Advisors Association of Canada (Advocis) and the Financial Planning Standards Council (FPSC).