27 years of experience
Jack began his career in the Investment Industry in 1993. After becoming an experienced Investment Advisor, he rose to the position of Branch Manager at one of the largest investment firms in Canada. In 2008 he joined our predecessor firm Richardson Partners Financial, and has since dedicated his career to Richardson Wealth, where he is a partner and shareholder.
Jack specializes in building income portfolios, and providing wealth management to high net worth families. Client investment goals, risk tolerance and realistic expectations are discussed and defined. Jack tailors individualized portfolios with an eye to tax minimization and income maximization. He works closely with his client’s accountants, and estate planning professionals. He has and continues to work with up to four generations of families.
Outside of the office, Jack enjoys spending time with his wife, children and grandchildren. He is often out hiking with his wife, Maureen. They recently completed an adventurous hike across Scotland.