Our Team

 

Together, Margaret and her team ensure no angle is overlooked and no decision is made without thoughtful consideration and analysis, in partnership with Richardson Wealth’s team of in-house tax and estate planning professionals.

Margaret Schvarcz
Senior Portfolio Manager, Senior Investment Advisor
Tel: 416.572.5707

Margaret’s innovative and entrepreneurial approach is the essence of Schvarcz Wealth Management. She has developed a highly personalized service that guides clients through challenging times in the market. That resourcefulness also led her to pioneer a unique cashless exercise of stock options system, a specialized knowledge that continues to drive the practice’s success today.

A qualified Senior Portfolio Manager with a discretionary approach to diversified investing that focuses on the fundamentals — cost effectiveness, opportunity, and patience – Margaret holds her insurance, options and derivatives licenses. Margaret also has a U.S. registration to offer a full suite of investment services including insurance and estate and retirement planning.

A tireless champion of her community, outside of the office Margaret continually points her financial expertise at local causes. She’s previously supported the Armagh Second Stage women’s shelter as Treasurer for the organization. Currently, she serves as the President of the Birchy Lake Residents’ Association (BLRA).

Jessica Ng
Associate Investment Advisor
Tel: 416.607.5270

Jessica plays an integral role at Schvarcz Wealth Management, assisting Margaret with client queries, administration, research, portfolio maintenance and stock option exercising. Before joining Richardson Wealth as a licensed Registered Representative, Jessica spent over seven years at large international financial institutions in the wealth management sector, bringing a wealth of financial acumen to the team.

Fluent in English, Cantonese, Mandarin, Thai, and Spanish, Jessica holds a degree in Music from Queen’s University. She takes every opportunity possible to illustrate her continued passion for music, advocating for the arts, especially in education. Outside of work, Jessica lives an active life which often includes gallivanting around Toronto with her rescue dogs and pursuing her dream of becoming a hyperpolyglot. 

Brett Burke CFP®, CIM, TEP

Senior Financial Planner

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Based in the Toronto office, Brett works with Investment Advisors to counsel high net worth families, executives and entrepreneurs on Wealth Planning solutions; helping to articulate their wealth aspirations at any stage. He provides support to his Richardson Wealth colleagues as part of our integrated wealth planning team.

Drawing on extensive financial services expertise and a passion for planning, Brett helps clients express and understand their unique objectives for the wealth they have accumulated. Employing a consistent, conservative value-add approach, Brett takes the time to truly understand what goals our clients want to achieve and creates an innovative and tailored solution for every client and their family.

Brett has 20 years’ experience as Financial Planner and has worked at several major investment management firms. Prior to joining the financial services industry, Brett was in the Canadian military, retiring in 2000, after a rewarding and successful career of 20 years serving in Canada and abroad.

Brett is a Certified Financial Planner (CFP®) and is a member of the Society of Tax and Estate Practitioners (STEP). He also holds the designation of Chartered Investment Manager (CIM) and has completed the Canadian Securities Course CSC), the Conduct and Practices Handbook (CPH) and the Life License Qualification Program (LLQP).
Jason Middleton CFP®

Estate and Insurance Advisor

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Jason has a well-rounded knowledge of the Insurance industry having worked at all levels of the business. He has worked at the manufacturer level, at the distributor level and, most importantly, as an Independent Insurance Broker and business owner.

Jason’s financial and accounting backgrounds allow him to take a comprehensive approach to advanced Estate and Insurance planning for clients. His ‘educate first’ approach resonates well with clients, who feel that his solution-based recommendations are tailored to their individual needs.

Jason earned a Bachelor of Business Administration with Honors in Accounting and Corporate Finance in 1999 from the University of New Brunswick. He began working on his CA (Chartered Accountant) with Deloitte and Touche in 2001 after taking a sabbatical to train and try out for the Canadian Olympic Swim Team. Upon returning to the work force Jason completed the CSC (Canadian Securities Course) and earned his CFP (Certified Financial Planner) designation in 2003.

*Insurance services offered through Richardson Wealth Insurance Services Limited.
Sylvia Azoulay TEP

Vice President, Tax & Estate Planning

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Sylvia works closely with Investment Advisors and their clients to explore and identify issues that address clients’ overall wealth planning needs. She helps clients formulate objectives, understand issues and strategies and facilitates implementation of their goals. Sylvia understands the sensitive issues relating to family dynamics and wealth transfer.

Sylvia is an estate planning lawyer with many years of experience. Prior to joining Richardson Wealth, she was a principal in her own strategic wealth planning firm and also spent many years in the financial industry dealing with wealth planning solutions for high net worth clients.

Sylvia has been an instructor at Humber College School of Business and at the Bar Admission course at the Law Society of Upper Canada. She is a member of the Society of Trust and Estate Practitioners and the Estate Planning Council of Toronto. She is a seasoned presenter on topics of importance to high net worth families.
Sean Hsu CPA (U.S.), MTax, TEP

Vice President, Tax

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Sean collaborates with advisory teams and their clients to develop wealth planning strategies and to deliver integrated solutions addressing their unique needs.

Sean is an accountant with experience in Canadian and U.S. tax planning for high-net-worth individuals, with a focus on integrated cross-border wealth, estate, and trust matters. Before joining Richardson Wealth, Sean was at a multi-national accounting firm practicing in the private client group.

Sean participates in the development of thought leadership content delivered by our Tax & Estate Planning team. He has appeared in The Globe and Mail and has authored and contributed to several articles for BorderCrossings, a Thomson Reuters publication with insightful commentary on crossborder issues faced by Canadians and U.S. citizens. He is also a facilitator in the Chartered Professional Accountants of Canada’s In-Depth Tax Program.

Sean is a U.S. Certified Public Accountant, a member of the Society of Trust and Estate Practitioners, and holds a Master of Taxation from the University of Waterloo.