Meet our team

Peter A. MacDougald
Vice President, Investment Advisor, Assistant Branch Manager

Peter has over 30 years’ experience in assisting high net worth clients and institutions on PEI and across Canada build and manage investment plans customized to their specific goals and objectives. His proven conservative approach to investing and growing wealth is focused on identifying each client’s long term needs then determining the correct mix of safety, growth and income. His team is in regular communication with clients to update them on their progress and also provides a comprehensive Annual Review which monitors their progress over the years. The team understands that high net worth clients require comprehensive strategic plans that includes investment, tax estate and goal planning advise. Peter is one of the original 60 Partners at Richardson Wealth helping to establish the firm as a coast to coast operation with the opening of the first Atlantic Canadian office in Charlottetown in 2007.

Peter earned his Bachelor of Business Administration from the University of Prince Edward Island and achieved honors designation from the Canadian Securities Institute. Peter is involved in the local community through his volunteer work with various boards, foundations and fundraising initiatives. Peter and his wife Karen live in Charlottetown and enjoy spending time with their family.

Matthew McKenna CIMĀ®, BBA
Associate Investment Advisor
Tel: 902.620.2602

Matthew brings experience in family owned businesses and agriculture to the team. His focus is on keeping his team up to date on new developments in the investment industry and working with new and existing clients to develop and execute on their financial plans. Matthew is a graduate of UPEI with a Bachelor of Business Administration (BBA) where he received first class standing and focused his studies in Accounting.

 

In October 2020 Matthew obtained the Chartered Investment Manager (CIM®) Designation from the Canadian Securities Institute. This designation is the industry standard for discretionary investment and portfolio management services. It is recognized by Canadian securities regulators and ensures that those who earn it are qualified to evaluate and manage all aspects of a client's investment portfolio. 

 

Matthew is also the Chair of Island Waste Management Corporation, a provincial crown corporation responsible for developing, implementing and operating a waste management system serving Prince Edward Island.

 

He resides in Stratford with his wife Michelle. In his spare time Matthew enjoys golfing, playing Auction/45's, spending time with family and finding undervalued stocks!

Luanne Coady
Associate
Tel: 902.620.2604

Luanne has been in the investment industry for 20 years becoming a licensed associate in 1999. With extensive experience in operations and client relations, Luanne is a key component in the day-to-day coordination of client services and communication. Her familiarity with the demands of both back and front office operations enables her to better understand the needs of the many clients she communicates with every day.