Jon has been working in the investment industry for 15 years and has been investing for over 20 years. Currently, he is a senior portfolio manager with Richardson Wealth Ltd.

Jon loves working with successful individuals and families using a team approach to help them manage their financial life. An important component of this approach is managing transitions, including transitioning to retirement and intergenerational wealth transfer.
He enjoys the intrinsic reward of working closely with clients toward finding a Pathway to Balance in their financial endeavors and helping them achieve their goals.

In 2003, Jon earned the right to use the globally recognized Chartered Financial Analyst (CFA® ) designation and is a member of the Edmonton CFA Society. The CFA® program bridges the areas portfolio management, investment analysis and professional standards; and requires working experience in these fields.

Jon graduated from the University of Alberta in 1999 with a Bachelor of Commerce degree with distinction, majoring in Finance. He has completed several courses with the Canadian Securities Institute, including the Professional Financial Planning Course and Options Licensing Course and has earned two awards for academic achievement. He has been a Portfolio Manager since 2006 and has been Life Licensed with the Alberta Insurance Council since 2020. Jon was appointed to the Management Employees Pension Plan Board for the Government of Alberta, as an employer nominee on June 30, 2024. His current term expires on June 30, 2027.

Jon was born and resides in west Edmonton with his wife Joline and three children Owen, Dexter, and Elliot. He enjoys reading, live music and fitness having competed in several marathons and triathlons. Jon also volunteers with the Centre for Family Literacy, as Chairperson of the annual fundraiser, An Evening of Wine & Words.

Fraser has worked in the investment industry and with MacBeth MacLeod Partners for over 10 years. After completing his B.Sc. at the University of Alberta in 2007, he worked for seven years in the pharmaceutical industry – first with Pfizer and then with Bristol-Myers Squibb. 

Fraser has been a Portfolio Manager since 2020 and Life Licensed with the Alberta Insurance Council since 2021.

He and his wife Laura enjoy reading, cycling, downhill skiing and spending time with their children, Francis and Cecilia.

Sarah's focus: Client service coordination, tax reporting, and trade execution

Sarah has worked in the investment industry for 23 years. She is currently employed as an Associate Investment Advisor on the MacBeth MacLeod Investment Management team.

Sarah is a fan of all things Edmonton, especially the vibrant festival and music scene. Outside the office she can likely be found volunteer fundraising for the Centre for Family Literacy, planning social events to gather friends and family, or exploring the city while walking the family dog Steve with her partner Neil and their daughter Aria.

Candace has been in the industry since 2011 and joined the MacBeth MacLeod team in January 2021. Candace is responsible for gathering, updating and maintaining documentations and providing administrative support to help our team deliver service to the highest standards.

Candace enjoys playing video games, spending time outdoors camping and with her family.

Hilliard brings over 46 years of experience in the investment industry, having worked as a stockbroker, financial advisor, portfolio manager and author. As of May 1, 2025, he has transitioned into a less demanding role, focusing on business development and client relations at MacBeth MacLeod Partners.

In this new chapter, Hilliard plans to dedicate more time to travel, golf, skiing, and learning Spanish. He is also considering writing another book. He continues to share his insights through the Weekend Note blog, where he writes on a wide range of topics including investment trends, macroeconomics, the energy transition and other subjects that capture his interest.

Hilliard is the author of When the Bubble Bursts: Surviving the Canadian Real Estate Crash (Second Edition, Dundurn 2018), a prescient analysis of Canada's housing market. His prediction of a correction in residential real estate appears to be materializing - by 2025, home prices in the Greater Toronto Area have declined by more than 20% from their 2022 peak. He expects further declines, ultimately restoring affordability for young families.

He resides in Edmonton with his wife Nancy, and enjoys spending time with their two young grandchildren.