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
Portfolio Manager, Investment Advisor
Tel: 416.572.5707

Margaret’s innovative and entrepreneurial approach is the essence of Schvarcz Wealth Management. Since starting her career amidst the market turmoil of the 1980s, Margaret has developed a highly personalized service that guides clients through challenging times in the market. That resourcefulness also led her to pioneer a cashless exercise of stock options system, a specialized knowledge that continues to drive the practice’s success today.

A qualified 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 divides her time between her roles as Treasurer of the Meadowwood Tennis Club, President of the Birchy Lake Residents’ Association (BLRA), and sitting on the board for her local ratepayers’ community organization. Margaret is also a founding member of the Global Equity Organization’s Toronto Chapter. 

Jessica Ng CIMĀ®
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.