Nick is a Director, Wealth Management and Portfolio Manager, Investment Advisor at Richardson Wealth in Markham. His experience in the industry spans more than 20 years and in that time he has earned the prestigious designations of Portfolio Manager, Canadian Investment Manager and Fellow of the Canadian Securities Institute. Nick is uniquely positioned to provide comprehensive financial leadership and conservative portfolio management to his diverse clientele.
Katya entered the financial industry in 1998 with CIBC in the branch banking area. She moved to CIBC Wood Gundy and then joined a predecessor firm. Katya received her B.Comm. from Ryerson University and has successfully completed the Canadian Securities Course and the Conduct and Practices Handbook Course. Her responsibilities include effectively and efficiently tending to all administrative matters, enabling Nick to focus on investment planning. She continues to accumulate a wealth of understanding and experience to serve clients at a much higher level.