About

With 17 years of wealth management industry experience, Amar manages the client facing team within the National Partnership Office and provides financial planning and portfolio construction centered around personalized advice along your financial journey. He prides himself on providing expert advice based on transparency, integrity and clear communication, and believes in the value of building and cultivating long-term client relationships. Offering guidance and clarity, Amar helps clients navigate financial decisions that align with their life goals.

Amar has an MBA in business administration from Dalhousie University, and holds several industry accreditations including CFP, CIM, CSWP and FCSI.

Outside of work he enjoys travelling, cooking, playing sports and spending time with his family.

Born and raised in Winnipeg, Rita has strong memories of the Richardson family name from their contributions to the city and their impact on the financial services industry. She is proud to be part of the next generation building on this rich tradition of helping clients with their wealth.

Having graduated from the University of Manitoba with a Masters in Biochemistry, she spent the early part of her career travelling Western Canada extensively in technical sales of analytical instrumentation. This allowed her to explore a wide range of industries and interact with many interesting people. Through this experience Rita realized her love of exploring, learning, sharing knowledge and helping clients.

Her career shifted after she decided to further her education and took her Canadian Securities Course while taking Finance classes at the British Columbia Institute of Technology. This led her to positions that provided her experience on the trading floor of a discount brokerage, managing accounts in a bank, and fulfilling a vital role as an Assistant with several full service brokerage firms.

To relax Rita enjoys classical music, theatre and the performing arts. She also enjoys exploring the west coast and cheering for bobsleigh, luge and skeleton at the Whistler Sliding Centre.

With more than 35 years of experience in the investment industry, Connie Lister manages the team's administrative hub and consistently provides superior service for her clients. Connie is your first point of contact – she takes trading orders, prepares quotes, answers year-end tax enquiries, investigates and resolves accounting issues, and maintains accurate client files with the efficiency and care that forge strong and lasting client relationships.

Prior to joining our team, Connie worked at RBC Dominion Securities as a Branch Administrator and Sales Assistant.

Lily entered the world of finance at Richardson Wealth (formerly Richardson GMP) in 2018. In June of 2022 she joined the National Partnership Office as administrative assistant.  

Her customer service background and attention to detail has given her the skills to provide clients with personable assistance, and administrative support to the National Partnership Office team.