As an Investment Advisor, Jody plays an integral role in client relationship management, and is also responsible for investment management support working closely with Anne O’Farrell. Jody also works closely with the Richardson Wealth Tax and Estate Planning team to ensure that all components of wealth planning, including: retirement planning, tax and financial planning strategies, estate planning, insurance solutions, philanthropy, and business succession plans, are considered. Jody enjoys working with our clients as well as their external professionals as part of the team’s integrated approach in helping clients manage their wealth. Jody is a graduate of the Western University with a degree in Economics and Political Science. Jody is a Chartered Investment Manager and has a Level II Insurance license. She joined the firm in 1994. Jody is married with 2 children and enjoys various fitness classes and skiing.