Mark is a Chartered Financial Analyst, Portfolio Manager, and a graduate of Bishop’s University with a degree in Economics and Finance. Mark is responsible for overall portfolio and investment strategy including asset allocation, security selection and tax efficiency. He brings a disciplined, analytical, and innovative approach to building client portfolios. He focuses on a balance of performance and capital preservation tailored to each individual client’s short, medium, and long-range objectives, which are first articulated through our Wealth Planning process. With over 25 years of investment industry experience, Mark has an in-depth understanding of the dynamic economic and investment landscape as well as a keen ability to be proactive while recognizing opportunities for our clients. Mark has both his Derivative and Options licenses, and has successfully completed the Partners, Directors, and Senior Officers course (PDO). As a licensed Branch Manager Mark previously managed the Richardson GMP Toronto office. Mark was elected by his fellow Partners at Richardson Wealth (previously known as Richardson GMP) from 2010 – 2017. He holds ICD.D designation from the Institute of Corporate Directors. Mark was born and raised in Toronto, Ontario. He was an avid rugby player for several decades and is a lifelong sailor. He and his wife Gail, have three young children and spend their free time cycling, skiing, and playing enthusiastically competitive board games together. They also enjoy experiencing new cultures on family vacations.
Rob has been in the investment industry for over 40 years, since graduating with a degree in Economics at Western University. As a licensed Portfolio Manager, Rob manages client portfolios on a discretionary basis. He believes that proper asset allocation is the most important step in the money management process. Once the asset allocation is determined, Rob uses a disciplined stock selection process for buying and selling securities – a process employed by some of Canada’s largest pension fund and institutional money managers. In addition to completing all the necessary courses required by the Canadian Securities Institute for full licensing, he is also licensed by the Financial Services Commission of Ontario to sell Insurance products. Rob was a member of the Board of Directors at Richardson Wealth (previously known as Richardson GMP) from 2008 – 2011. According to Mercer Insight, Rob manages the best performing Canadian Dividend portfolio in Canada based on the past ten years performance. In addition, his other portfolios consistently rank in the top decile of all funds in their respective categories. Married to his wife Dana for 38 years, Rob resides in Etobicoke. He has two grown daughters, Kelly and Jennifer who are both employed in the financial services industry. He enjoys playing golf, and cottaging in North Bay, Ontario.
Anne has been managing our client’s portfolios since 1993 and has built strong long lasting relationships with each of them. Understanding their individual needs, she engages with them and utilizes her vast knowledge and experience from over 30 years in the industry to advise them towards success. Anne graduated from Ryerson University with the Bachelor of Business Management degree. Additionally, Anne has her Options License and Insurance License, is a licensed Portfolio Manager and is a Fellow of the Canadian Securities Institute. Anne is married with two children and enjoys spending quality time with them, particularly sharing their love of travel and golf.
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.
Tessy is an Investment Advisor who has a key role in managing client relationships and is responsible for trading and portfolio execution. Working alongside Rob Panes for 20 years she helps in the construction and management of client portfolios. Tessy is a graduate of the University of Toronto with a Bachelor of Commerce. She is a licensed registered representative and is also insurance licensed. Tessy lives in Etobicoke with her husband and daughter. She is a passionate Raptors fan and enjoys travelling with her family.
Jennifer is an Investment Advisor dedicated to managing client relationships as well as being responsible for trading and investment execution. In addition, she works closely with Mark to construct and manage client portfolios. As a graduate of Western University with a degree in Statistics, Jennifer has worked in the financial services industry for close to 25 years. Jennifer is a licensed Registered Representative with specialized courses in Derivatives and Options and has earned her Chartered Investment Manager (CIM®) designation. Spending time with family is a priority for Jennifer. She and her husband are raising their two sons in charming Brooklin, Ontario.
Anne Kim plays a key role on our team in managing day to day business. Holding a Commerce degree from the University of Toronto, her Certified Financial Planner designation, and Level 2 Life Insurance. Anne has applied her education in the financial industry for over 25 years and continues to apply her dedication continuously to deliver superior client experience. Anne wears many hats from coordinating with lawyers and accountants, to building strong relationships with every client to ensure trust, comfort and peace of mind. When not showing her commitment to her clients, Anne can be found running through the streets of Toronto or cycling through cottage country in the summer months, and is always looking for a good book recommendation!
Elizabeth is an Associate Investment Advisor working closely with Mark Begg, at MBP Sterling Partners. Her role involves managing client relationships, portfolio execution, as well as advising on tax and estate planning matters, and implementing wealth plans for our clients. Elizabeth has over 15 years of experience in the financial services industry and completed an Honours Bachelor of Commerce degree at McMaster University. She is a lifelong resident of Etobicoke, and lives there with her husband, and two young children. In their spare time they love to travel, cook, and spend time with their large extended family.
Karin’s key roles range from administration management to operations. She is a highly effective problem solver and advocate for our valued clients. Karin is also a licensed investment representative who works in collaboration with all team members. Karin is a graduate from the State University of New York at Oswego, with a Bachelor of Arts in Public Relations. She joined the firm in 2010. Outside the office, Karin enjoys running and is currently working toward completing her first half-marathon.
Mitzi has over 15 years of experience in the financial services industry. She joined the firm in 2014 and is instrumental in providing superior client service and administrative management for clients. Mitzi ensures that client requests are looked after in a timely manner and that all clients receive the same level of respect and consideration. Very passionate about basketball, Mitzi enjoys watching games with her family. She loves cooking just as much as eating, and spends her free time engaged in activities with her daughters, London and Nila.
Jeff started at Richardson Wealth in 2018 in a corporate role, before joining MBP Sterling Partners in 2021. As a licensed Investment Representative, he maintains the highest level of client service by supporting various team members in their day-to-day efforts. Jeff has a Bachelor of Arts, Honours degree in Media and Communication studies from Brock University and is working towards completing his MBA in a part-time capacity. Jeff enjoys outdoor activities and is an avid hockey fan.