Tyler Steele is a senior advisor in the JSK Partners Wealth Advisory Team. He manages client portfolios on a discretionary basis, using a refined process he developed through years of experience and his commitment to lifelong learning. Tyler has a unique approach to communications that he believes is critical for trusted and rewarding relationships. The language he has developed allows for transparent and open conversations. That’s true not only with his clients, but also with the other professionals who serve them, including accountants, lawyers, trust officers and family therapists. Having open engagements in a multi-disciplinary advisory model ensures an accurate and complete client picture. This is fundamental to the success of his clients, who are entrepreneurs, corporate executives, retirees, charitable foundations and endowments. 

Tyler’s goal is to discover what is important to his clients and to help them realize their financial vision. He is equally committed to generational family education, which is where his language has had a real impact. Tyler facilitates discussions within households, or involving multi-generational clients, to establish and fine-tune family values and mission statements. Tyler believes this approach ensures that the professionals serving the clients have a clear view of their principles and objectives, and that clients stay focused on who they are and strive to be. 

For business family dynamics, he helps clients to vocalize where to draw the lines between business and family, or how to avoid the family dinner becoming an impromptu business meeting. In complex situations, such as planning for succession or wealth transition, Tyler helps families articulate each member’s unique perspectives. This ensures that everyone is better informed and creates a mutual understanding. 

Tyler began his career in the financial industry in 1999. He has a BA in Economics from the University of British Columbia and is a Chartered Financial Analyst charterholder. His other professional designations include Family Enterprise Advisor, which he obtained through the UBC Sauder School of Business and Certified Financial Planner. He also holds a Life Insurance License. 

Giving back is fundamental to his own family values. He and his team support several local charities including Potluck Café Society, a Downtown Eastside Vancouver charity.

Tyler’s competitive outlet is squash. Like any proud Vancouverite, he also skis hard. Above all, family is number one. Spending time with his wife Julie, their three young children and the family dog is where he derives his greatest joy.

Neil Kumar is a Portfolio Manager, Investment Advisor and founding partner of JSK Partners. The cornerstone of his mature business is wealth planning with a focus on capital and tax planning. But it’s the strong relationships he has built and nurtured that are foundational to it all. He believes his integrity as an advisor, and as a contributing member of the community, is instrumental to those relationships and the most important lever in his practice. 

His team’s motto is “small promises made and kept”. This is more than a slogan; it’s a philosophy that builds integrity and leads to trust. His view is that if his team can’t deliver on the minutia, clients will have no confidence they can tackle the big picture. His practice is about creating unwavering excellence through exemplary client experience. 

Though based in Vancouver, Neil treats the community as essentially a small town where word spreads fast. That word must be glowing. He is known broadly for doing exactly what he says. This high-touch approach helps him to build peace of mind with clients, allowing them to focus on what matter the most to them rather than on short-term market trends. A self-proclaimed markets fanatic with a knack for economics, Neil sees his value as helping clients enjoy the wealth they have accumulated and be the steward of that wealth for future generations, not to score homeruns. 

In 2011, Neil joined Macquarie Private Wealth, Richardson Wealth’s predecessor firm. Prior to that, he spent 14 years at HSBC Securities. Neil studied Finance at Simon Fraser University and holds the Chartered Investment Manager designation. Last year, Neil earned the Family Enterprise Advisor designation. In addition, Neil is the lead portfolio manager of the JSK Partners North American Equity Portfolio. He is a member of the Responsible Investment Association, and has obtained the Responsible Investment Specialist designation.

Neil’s Vancouver roots run deep, as does his community participation. He is an active supporter of the SPCA, BC Children’s Hospital and Potluck Café Society. Neil derives great joy experiencing B.C.’s diverse wilderness ecosystems and it’s in the backcountry where he clears his mind hiking and camping year around. He and his wife, two children and dogs live in Langley, B.C.

I enjoy the variety and challenges in my role, especially the client interaction, problem solving, and working with the JSK team to provide financial peace-of-mind for our clients.

Jessica has been serving the clients of JSK Partners since 2005 at Richardson Wealth’s predecessor firm and HSBC Securities, where she started in 2001.

Jessica grew up in Victoria and is a graduate of the University of Victoria, where she earned a Bachelor of Arts degree, with a major in Anthropology.

She spends much of her time outdoors and, depending on the season, can be found on the ski hills, out running races, or hiking.

I chose this career to bring my education in holistic planning into an aspect of life that can be confusing and intimidating for so many. Twenty years later, and I am very attached to our clients and feel especially passionate about assisting them in any big or small way to make managing their financial affairs easier.

Brenda has worked in the industry since 1997, and with Dwight since 1999. She hails from Alberta and is a University of Victoria graduate in Geography and Environmental Studies. Brenda also holds a Professional Financial Planning designation.

Brenda and her husband live in Richmond with their two sons, where she enjoys being a soccer mom and helping out at her younger son’s school. She also enjoys photography, reading, and the outdoors.

Clients come first at JSK Partners, and I enjoy working with a team that’s guided by its Core Values. Specifically, I support the team behind the scenes so they can focus on what they do best.

Heather first started working in the industry in 1996, joining Midland Walwyn in her hometown of Winnipeg where she attended the University of Manitoba.

She took time off from the financial industry to move to Australia and start a family, and now lives with her husband and three girls in Ladner. Heather’s passions include her family, new adventures, and literature.

Maryam joined the financial industry in 2017 after spending several years in Human Resources. She has a Bachelor's degree in Political Science and History from the University of British Columbia and a Master of Arts degree from the University of Victoria. She is currently pursuing her Chartered Investment Manager (CIM) designation.

When she's not at work, Maryam enjoys lots of outdoor activities all year around, including hiking and snowboarding. She also enjoys learning new baking recipes and sharing them with her colleagues.