About our team

Eric Falkenberg-Poetz B.Comm, CIM®, FCSI®
Director, Wealth Management, Investment Advisor
Tel: 780.409.7764

Key roles: Team leadership and vision, relationship development, portfolio design, meeting with clients

As a partner of Richardson Wealth, Eric brings over 25 years of experience to his role as a Director of Wealth Management. He is committed to leading a talented and collaborative team which specializes in providing full wealth management services to entrepreneurs, affluent families and professionals. As the visionary, Eric provides both direction and insight to the team. He continues to develop and foster strong relationships with clients, as well as key professionals to enhance the advanced planning they need. Deep ongoing research into the global market economy and product development provides the essential knowledge he needs to ensure that our client’s portfolio design continues to be both effective and resilient.

Eric is a graduate of the University of Alberta and his previous career with some of the top Chartered Accounting firms in the world, provides him with a wealth of tax and business expertise. He holds both the Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FSCI) designations. Eric really enjoys life with his wife Melinda; whether it’s just being together, travelling, in the great outdoors, or being with family and great friends. A life-long passion for learning and helping others keeps him busy with reading, courses and volunteering.

Michael Pidhirniak CFP®
Investment Advisor
Tel: 780.409.7764

Key roles: Coordination of the wealth management process, portfolio design, meeting with clients

As a partner of Richardson Wealth, Mike brings 15 years of experience to his role as an Investment Advisor and is responsible for the coordination and implementation of the wealth management process. He works with clients and their professionals to develop comprehensive wealth plans unique to their specific needs. As a trusted advisor focused on developing relationships and understanding objectives, Mike provides insight and guidance in helping clients make important financial decisions. With a passion for product research and market knowledge, he works closely with Eric to build modelled portfolios focused on effectively managing risk. Mike is also the lead for all client meetings.

Mike is a graduate of the Northern Alberta Institute of Technology (NAIT) and holds the Certified Financial Planner (CFP) designation. Outside of the business, Mike enjoys spending time with his wife, Sara, their son, Logan and daughter, Hannah. His lifetime love for sports and physical activity has led him to his newest passion in giving back to the community; coaching Logan and Hannah’s hockey and ringette teams. On the weekends you can find the whole family at the rink, golf course, out for a run or just enjoying the great outdoors. Mike has a personal goal of running 40 half marathons before 40!

Anne Marie Jess CIM®, BA (Hons)
Associate Investment Advisor
Tel: 780.409.7764

Key roles: Wealth Management, rebalancing and trading, cash management, meeting with clients

Anne Marie brings 19 years of experience to her role and is responsible for guiding clients through their annual planning sessions, overseeing cash management and portfolio rebalancing. Utilizing a very structured approach, she brings a wealth of knowledge and skill that helps to develop relationships. Anne Marie acts as a liaison between clients and the team, allowing her to address all client requests and questions in a timely manner. Anne Marie is life insurance licensed with the Alberta Insurance Council and will be working with our insurance specialists from Richardson Wealth Insurance Services to help implement our planning process.

Anne Marie is a graduate of McMaster University in Hamilton and holds an honours degree in Political Science and Business. She has also completed the Chartered Investment Manager (CIM®) designation. Away from the office, Anne Marie can most likely be found in a hockey rink cheering on her boys Garry and Reid. She has a passion for travel, stays active by running and loves to cook. 

Mikayla Penner BBA
Associate
Tel: 780.409.7764

Key roles: Wealth management, advanced and financial planning, cash management, meeting with clients

Mikayla brings 4 years of experience to her role and is responsible for implementing the rebalancing, sourcing and updating client’s wealth management and advanced planning documents, assisting with the creation of financial plans and carrying out the administrative aspects of cash management. She takes great pride in building relationships and ensuring every client has an organized and structured wealth management planning experience.

Mikayla is a graduate of the Northern Alberta Institute of Technology (NAIT) and has completed her Canadian Securities and Conduct and Practice courses. ln her spare time, she enjoys spending time with her family and friends. She spends the majority of her weekends at her family cabin at Pigeon Lake where she enjoys boating, snowmobiling, and anything involving the outdoors! Growing up, Mikayla played many sports, her favorite being volleyball. To stay active, she continues to play in a co-ed volleyball league.

Carly Kalynchuk B.Comm
Assistant
Tel: 780.409.7764

Key roles: Administration and scheduling, client communication, meeting with clients

Carly is our most recent addition to our team. She is responsible for the administrative aspects of the practice and is the first point of contact for clients. Her attention to detail and commitment to service and relationship building allows our team to deliver a superior client experience.

Carly is a graduate of MacEwan University. She is currently working on her Canadian Securities and Conduct and Practice courses. Outside of work, Carly is an avid traveler and enjoys gardening, cooking, socializing with friends and family, and anything that involves being active or outdoors.

Please contact us to setup an appointment at FPFG@RichardsonWealth.com