Our team

 

Joelle Hall CIM®, CPA, CA, MBA
Portfolio Manager, Wealth Advisor, Investment Advisor
Tel: 613.788.8029
LinkedIn

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 as Vice Chair of 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 Director, Wealth Advisor, Portfolio Manager, 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 spending time with my family and focusing on creative endeavours like knitting, crochet, cross-stitch and needlepoint.  Days on the river riding my sea-doo or exploring new restaurants (we are all foodies) 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. 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.