Joelle Hall CIM®, CPA, CA, MBA
Portfolio Manager, Wealth Advisor, Investment Advisor
Tel: 613.788.8029
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I help professional, business owners and their families build their wealth so they can live life on their own terms by wrapping tax and financial planning around investment advice.

Whether it’s achieving a work-optional lifestyle or simply being able to answer “yes” to the question “Will I have enough?”, I leverage my more than 25 years of professional experience advising clients by developing financial plans that provide the foundation for maximizing your means to do the activities you enjoy with the people you care about. These goals form the basis for developing financial strategies founded on investing appropriately while protecting your wealth from undue risk and an excessive tax burden.

I believe in being active in the community, having co-founded Dress for Success Ottawa in 2010 with a group of like-minded women and serving on the board until 2018. I now serve on the Ottawa Board of Trade (OBOT) after assisting in the merger of Ottawa’s three Chambers of Commerce into a single voice for business under OBOT.

When I am not advising clients, I enjoy spending time with my husband, Kevin, and my three children, Derek, Sascha and Heidi, usually in a hockey arena, a soccer field or at the gym. I also enjoy road biking, cooking, wine, and European crime series on Netflix.

Paula O'Brien CPA, CA, FCSI®, CIM®, EPC, CEA
Portfolio Manager, Wealth Advisor, Investment Advisor
Tel: 613.788.8029

As a Portfolio Manager, Wealth Advisor, and Investment Advisor with Richardson Wealth, I focus on tax efficient retirement income & wealth transfer for high-net-worth families. My financial planning and investment management expertise is reflective of 30+ years of work in the financial services industry.

I identify the vital financial and personal information needed to develop strategies that are tailored to my client families' individual needs and goals, then determine the appropriate investment and de-cumulation strategies and ensure adherence to a strict unemotional execution of the investment discipline. I work closely with families to ensure effective and efficient inter-generational wealth transfer.

A graduate from Carleton University with a Bachelor of Commerce, Honors degree, I hold the Chartered Accountant (CPA,CA), Certified Investment Management (CIM®) and Elder Planning Counselor (EPC) designations and am a Fellow of the Canadian Securities Institute (FCSI®). I am also fully licensed to provide insurance services to our clients.

My client families have shared the vision of their lives with me, and our team is committed to the successful achievement of those dreams.

In my free time, I enjoy being with my family (especially my first grandchild). My creative endeavors include knitting, crochet, cross-stitch and needlepoint. Days on the river riding my sea-doo or exploring new restaurants is also fun. Travel is a lifelong learning experience and I plan to do much more going forward.

Karen Peters
Associate
Tel: 613.788.8008

I work proactively with you to ensure you never have to worry about missing deadlines nor overlook any filing requirements related to your finances.

Having worked in the securities industry for more than 30 years I am responsible for many of the administrative aspects of our practice and ensure it runs smoothly and efficiently for you.

When not in the office, you’ll most likely find me either quilting or out in the garden. I love to travel and have a soft spot for Boston Terriers — although these days I have two potcake rescue dogs, Apple and Piper, who fill my heart. Ideally, I’d have a leash in one hand, and a boarding pass in the other.

 

Shawna Rufiange
Associate
Tel: 613.788.8027

With experience in project management, marketing and business development, I work on researching and implementing new technologies and processes to improve our service to you. I also work with the team to complete daily activities that service our clients.

When not working with our team you’ll find me with my family and my animals. As an avid horse person, I’m often at the barn or on the back of a horse.

Craig D. Basinger CFA

Chief Market Strategist, Purpose Investments

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Craig Basinger is the Chief Market Strategist at Purpose Investments. With over 25 years of investment experience, Craig combines an educational foundation in economics & psychology with years of experience in both fundamental and quantitative research. A long term student of the markets, Craig’s thoughts and insights can be seen in Market Ethos publications and is a regular contributor on BNN. 

 

Craig and his team bring a transparent and cost efficient approach to investment management. The team provides asset allocation OCIO services and directly manages over $1 billion in assets. The team manages dividend mandates, quantitative risk reduction strategies and asset allocation services.

Derek Benedet CMT, CFP

Portfolio Manager, Purpose Investments

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As a Portfolio Manager at Purpose Investments Derek plays a major role in the ongoing management and execution of the group’s investment mandates. He has worked for the past seventeen years in the investment industry with experience at Richardson Wealth, CIBC Wood Gundy, TD Wealth Management as well as GMP Securities Inc. He graduated from Wilfrid Laurier University with a Bachelor of Business Administration (Honours) degree with a finance concentration. Derek is a Chartered Market Technician (CMT), a designation obtained through expertise in technical analyses and is granted by the Market Technicians Association. He is also a Certified Financial Planner (CFP) as well as a Chartered Investment Manager (CIM).

Derek brings a specialty in trading, technical analyses and behavioral finance. His unique investment approach combines a unique blend technical analysis, quantitative finance and fundamental analysis. Paying careful attention to market technicals, Derek identifies brings a unique aspect to new idea generation and risk management in portfolio management. Derek believes that managing risk and being opportunistic given market conditions are key tenants of our achieving long-term returns.