As families evolve, wealth follows suit. For 25 years, Mark Tetrault has been standing by his clients and anticipating those changes, developing and executing strategies to assist clients in reaching their goals. His goal-based approach has earned him the role of trusted advisor and investment manager to a group of about 100 affluent families in Montreal, Ottawa, and Toronto.

After graduating from university in 1993 with a Bachelor of Business Administration in Finance, Mark began working with an independent firm in the first half of his career. The second half of his career was spent with Canada’s two largest banks.

His career has come full circle, joining Canada’s premier independent wealth management firm. This entrepreneurial nature and need to serve his clientele in a more agile way drew him to establish his practice at Richardson Wealth in 2019.

Mark currently holds some of the industry’s highest designations in wealth management including Securities Advisor, Insurance Advisor, Professional Financial Planner (PFP) and Certified Investment Manager (CIM®). He lives in Hudson with his family. When he’s not serving clients, he can be found traveling, golfing, playing tennis, skiing and working with his favourite charity.

As an Investment Advisor, Helen Hatzitzanakis brings an intuitive understanding of client needs to the practice combined with sharp market acumen honed over 20 years in the financial services sector. Initially introduced to wealth planning through the lens of family finances at a young age, Helen pursued finance in university, graduating with a Bachelor of Commerce from Concordia in Montreal.

She built the early part of her career as an advisor at an independent firm before moving to one of Canada’s largest bank-owned investment dealers. She joined Richardson Wealth in pursuit of an independent, entrepreneurial approach while providing her clients with access to a wider team of in-house tax and estate planning professionals and the Richardson Wealth Private Family Office.

Today, working alongside Mark, Helen is a trusted advisor to a select group of families in Quebec and Ontario who enjoy her expertise surrounding unbiased advice and service.

In addition to her B.Comm Finance, Helen has her Certified Financial Planner (CFP®) and Personal Financial Planner (PFP) designations. Helen is a fully licensed broker and is also fully insurance licensed to best serve her clients’ needs. When she’s not working alongside clients, Helen enjoys spending time with her husband and two daughters. She loves reading and painting.

Brad Conklin leads operations for the team, facilitating investment management, designing wealth plans unique to individual client needs, and coordinating daily client needs.

Over the course of 20 years in the financial industry, Brad has run the gamut, establishing expertise in everything from wealth management to back-office operations and customer service. Brad has successfully completed the Canadian Securities and Conduct and Practices courses and obtained his Registered Representative license. He executes orders in equity, fixed income, ETF and mutual fund investments.

A graduate of Bishop University, Brad spends most of his personal time coaching his three boys in hockey. With a passion for golf imparted by his father who played professionally, Brad also enjoys tennis, poker and travelling.