Matthew Phillips has been in the financial services industry since 1989 and holds many industry accreditations including Certified Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) and Portfolio Manager. He has completed many of the industry’s top courses including the Partners, Directors and Senior Officers Course (PDO) and the Personal Financial Planning course - CSI. Matthew is also licensed to provide insurance solutions and to trade options.
Renee's experience in the Financial Industry spans over 27 years. Renee has successfully completed the Canadian Securities Course and the Conduct and Practices Handbook Course offered through the Canadian Securities Institute. Renee takes pride in leveraging her experience to provide exceptional client service by ensuring that inquiries and administrative issues are dealt with promptly and efficiently.
Krista has worked as an integral part of Matthew`s team since 2009 and provides exceptional service to clients. She handles incoming inquiries as well as scheduling meetings and organizing special events. Krista has years of experience in the banking and financial industry and attributes her knowledge and experience to making the day-to-day business run smoothly and efficiently.
David has over three decades of experience taking care of stakeholders needs and helping connect people to meet their needs, including over 9 years as a Senior Mortgage Advisor (AMP) and 7 years at the University of Guelph. David is a specialist at putting people at ease, making connections, and helping ensure that clients have the best possible experience. His role and skills allow the team to continue to take great care of current clients while ensuring our business model continues to achieve its goals. A graduate of Ryerson University, David should be your first contact point for new relationships with our team.
Estate and Insurance Advisor
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.
Vice President, Tax & Estate Planning
Maureen works with Investment Advisory Teams and their affluent clients to navigate the entire wealth planning process; from initial discovery with the client, through to the final presentation. She is a dynamic speaker who can translate complex wealth planning concepts into efficient and effective action plans for clients. This holistic approach combined with her financial planning expertise offers a unique and practical perspective to retirement, trust, and estate planning.
Maureen joined the firm in 2006 and moved to the Tax & Estate Planning team in early 2010. The previous 20 years of her career were focused in the Life and Health Insurance Industry where she gained significant experience as a Financial Services Advisor, Mutual Fund Salesperson and as a product, sales, software and compliance trainer.
Maureen is a Certified Financial Planner® practitioner and is a member of the Society of Trust and Estate Practitioners. She has completed the Canadian Securities Course (CSC), the Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (IFIC). She also holds the designation of Fellow, Life Management Institute (FLMI) and other insurance designations from the Life Office Management Association (LOMA).