Meet our team

With over 20 years of experience in the investment industry, Rory focuses on managing client portfolios, identifying and assessing suitable investment strategies and solutions, as well as implementing the team’s strategic and tactical asset allocation views. As a portfolio manager, Rory is responsible for allocating capital, on a discretionary basis, in order to meet client’s risk and return objectives. Rory also leads our activities as they relate to tax and estate planning. Given his significant experience within this space, he serves as the key liaison (somewhat of an interpreter at times) between our clients and their key tax and legal professionals. Rory also leads our thorough tax reporting activities throughout the year, to make our clients’ annual tax filing experience as seamless as possible. Rory has gained valuable experience at a number of different financial institutions, he very much values the independence and open architecture platform that Richardson Wealth provides.

Rory completed his undergraduate studies at Mercyhurst College in Erie, PA while on an academic and athletic scholarship as a NCAA field lacrosse player. Rory was awarded the distinction of Delta Mu Delta from the National Honors Society for academic achievement in Business Administration and was also a member of the Dean’s List in all four years of his undergraduate studies. He has his Chartered Investment Manager (CIM) designation and has completed the Advanced Derivatives Training and Level 1 for the Chartered Financial Analyst (CFA) designation and is also proud to be a member of the Investment Management Consultants Association (IMCA). Born in Prince George, BC, Rory moved to Vancouver at the age of 3, and has called Vancouver home ever since. Rory is married with two young daughters. In his spare time, Rory takes full advantage of all that the west coast has to offer. Splitting time between Whistler and his home in North Vancouver, he is an avid mountain biker and, once the snow starts to fall, is quick to switch to downhill skiing.

Tim brings 20 years of global investment experience, a high degree of technical expertise, and in-depth analytical skills to our practice. As a portfolio manager, Tim is responsible for allocating capital, on a discretionary basis, in order to meet client’s risk and return objectives. With an ongoing focus on risk management, Tim handles our research inflows and analytics and helps build and manage client portfolios. He is responsible for the implementation of our team’s tactical asset allocation and tax-conscious strategies. In addition, he also champions our team’s analytics relating to alternative asset classes.

A Vancouverite by birth, Tim spent seven years working in financial services in London, England and before that in the United States. While in a senior role within Citigroup’s equity derivative business, Tim built technical skills across a wide range of financial products. In addition to managing a complex book of financial instruments, he also priced, executed and was a market maker for Citigroup’s European derivative franchise. His technical insight is built on a solid foundation of risk management and an ability to work efficiently under pressure. Prior to Citigroup, Tim worked in Risk Management at ING Barings in London and for Wells Fargo Bank in the U.S. where he supported a team working with high net worth individuals, corporations and institutional money managers.

Tim studied Mathematics and Economics at the University of Victoria. On a personal note, Tim is married, and has two young children. When not chasing after kids, Tim enjoys the outdoors and a wide range of sports including golf, skiing and mountain biking.

Danielle completed her undergraduate degree at the University of Victoria, graduating from the Faculty of Commerce with Honours. She began her career in financial services in 2012, became an Investment Representative in 2015 and an Associate Investment Advisor in September 2018. More recently she obtained her Personal Financial Planner designation through the Canadian Securities Institute in June of 2019.

Prior to her career in financial services, Danielle learned many valuable skills related to a busy and dynamic business environment while expanding her client service expertise. Danielle assists with the day to day operations focusing on client service, administration, financial planning, trade execution, cash balance reports and portfolio review preparation. Danielle adapts well under a variety of circumstances, excelling with complex detailed-oriented tasks and demanding timelines.

Born and raised on the North Shore, Danielle likes to take advantage of the local outdoor amenities, such as hiking, running, camping, biking and walking her English bulldog. She is also an active volunteer with the North Shore Special Olympics BC.

Jennica began her career in the financial services industry in 2015 as an executive assistant with Ocean 6 Wealth Advisory Inc. before obtaining her life insurance license in 2017, and moving into a more insurance and investment focused administrative role within the company. Prior to this, Jennica spent over 8 years working within the private sector, most notably with a successful electronics recycling business where she managed their bookkeeping requirements, third party audits, and payroll & benefits systems. In 2020 she received her Investment Representative designation, and she is continuing her education within the investment industry through the Canadian Securities Institute, with the goal of earning her Personal Financial Planner designation.

Jennica moved to Vancouver from Halifax in January 2012 and has since become quite at home here. In her spare time she enjoys painting, reading and getting outside to explore the forests, mountains, and beaches that BC has to offer.

Jaideep brings with him four years of experience in the financial industry, including working as an Analyst in Global Sales Enablement at RBC Global Asset Management, and a Data Analyst Co-op role at PH&N Institutional. He graduated from SFU with a Bachelor of Business Administration and a concentration in Finance and Operations Management. He also obtained the Chartered Financial Analyst (CFA) designation to further his financial knowledge. Jaideep recently completed his coursework and training to become securities licensed to help the team with trading and portfolio management operations.

In his spare time, Jaideep enjoys staying active and playing sports, mainly ice hockey and basketball. He also enjoys exploring the outdoors by going on hikes with his dog and camping in the summertime.