Meet our team

Jason MacDonald
Senior Investment Advisor
Tel: 204.953.7875

We all have aspirations for our wealth. Some of us have targets in mind that are quickly approaching, while some of us may be looking a little further into the future. I help my clients to achieve their wealth management goals and enhance and protect what’s most important to them.

When we first meet, my focus is on learning as much as I can about where you are today, and where you wish to be in the future. Together, we will develop a plan that is tailored to meet your needs. This plan is customized to your wishes and considers your time horizons, risk tolerances and investment objectives. It will help us to stay focused on reaching your targets – not the influences that we have no control over, such as market and economic forecasts.

Once we have established your plan, the next step is to build your portfolio to help achieve your goals. Whether it is to accumulate wealth to fund your retirement, protect your assets for the next generation, or assist your loved ones in achieving their dreams, my team and I may be an ideal fit for you.

My extended team is Richardson Wealth’s in-house Tax & Estate Planning team comprised of lawyers, estate planners and tax advisors who work directly with me to ensure we deliver a coordinated approach to address your specific needs.

Richardson Wealth is Canada’s largest independent wealth management firm with offices across Canada. For the last four years running we have earned top ranking by our industry’s premier publication, the Investment Executive, and their respective Annual Brokerage Report Card for the products and services dedicated to high net worth individuals and families.

We welcome the opportunity to help you live life. On your terms.

Susan Misner
Associate Investment Advisor
Tel: 204.953.7876

With over three decades of experience, Susan Misner is a dynamic leader known for her entrepreneurial spirit and uniquely diverse expertise in trading, investing, media, and publishing.

Susan spent 17 years as a Senior Investment Advisor at a leading independent investment boutique, earning a reputation as a trusted wealth management expert.

In 2012, she co-founded Golden Girl Finance (GGF), Canada’s premier financial media platform for women. Under her leadership, GGF reached hundreds of thousands of daily readers through partnerships with Yahoo Finance, Shaw Media, and Chatelaine Magazine. Susan secured sponsorships with financial giants like TD and American Express, leading GGF to be named one of the “6 Coolest Money Websites” by the Financial Post. The platform’s success culminated in its sale to a Toronto-based asset management firm.

A best-selling author, Susan has published two personal finance books and appeared in over 50 national media features, including The Globe and Mail, BNN, and The Social. Recognized as one of FORUM Magazine’s “Innovators of 2012,” she has forged impactful brand partnerships with major financial institutions such as American Express, RBC, and Standard Life.

Passionate about health, wellness, travel, and hockey, Susan brings positivity, determination, and an unwavering commitment to helping client achieve their goals.

She continues to inspire and lead, bridging industries with an entrepreneurial mindset that transforms ideas into achievements.