Our Team

We take a team approach to assisting our clients with their wealth management needs. We collectively have over 45 years of experience with investment and financial advice.

 

 

Emily Krieger CFP, CIMĀ®
Investment Advisor
Tel: 250.655.6956

17 years of experience


Emily has worked in the Investment Industry since 2003.  She holds the Chartered Investment Manager designation, and the Certified Financial Planner designation . She has the skills, expertise and qualifications needed to oversee individual client portfolios. Emily and Jack work together on stock selection, asset allocation, and individual client portfolios. 

Part of Emily’s job is to work with clients to create a personalized financial plan.  Getting to know you, your family, and your financial goals are all part of the process.   We also work alongside a client’s accountant and legal advisors, to ensure all aspects of a client’s situation are taken into consideration.

Emily finds it particularly rewarding to see clients retire, and enjoy their retirement, with the savings they have built up over the years.

Outside of the office, Emily enjoys spending time with her family outdoors.  She is often out cycling, hiking or enjoying time at the beach.

Jack Shrieves
Investment Advisor
Tel: 250.655.6955

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.

Isaac Maxwell B.Math
Associate
Tel: 250.655.6943

Isaac joined the team in January of 2021. He graduated from the University of Waterloo in April of 2020, with a Bachelor of Mathematics, and majored in Business Administration. He took his business classes at the Lazaridis School of Business and Economics. Prior to joining Richardson, his professional experience consists of part time work at a large bank, and a summer internship at an investment counsel in Waterloo. 

Isaac enjoys using his quantitative and analytical skills in evaluating investment opportunities. His research is always client-focused and understands that every client’s risk and return objectives are unique. He values integrity, hard work, and is always focused on the big picture.

Isaac is in pursuit of the Chartered Financial Analyst (CFA) designation. He scored inside the 90th percentile in the CFA Level I Exam in December 2020, and looks forward to registering for Level II soon. Isaac is registered as an Registered Representative (RR).

Isaac grew up on a small farm in Mono, Ontario, and is an alumni of the Waterloo Warriors Men’s Varsity Golf team. In his spare time, he can be found on the golf course, out fishing, playing squash, tennis, or cheering for the Edmonton Oilers.