Transparent. Efficient. Connected.

Connected Wealth service is focused on providing investors high-quality, objective and transparent advice. Our longer-term investment strategies are centered around our top-down Market Cycle Framework and provide clients customized and tactical asset allocation services, investment manager selection, ETF strategies and direct portfolio management. We are a service of Richardson Wealth, one of Canada’s largest independent wealth management firm, and currently directly manage in excess of $600 million in assets across a number of North American equity, bond and ETF strategies. 

 

We focus on long-term wealth building strategies and advice to help reduce volatility and risk. As a firm, we do not believe in swinging for the fences; instead, we believe that managing risk and being opportunistic given market conditions are key tenets of our advice. Advisors and individuals can use our investment strategies holistically or as standalone solutions. We offer a transparent, unbiased approach to asset allocation for a myriad of clients with varying risk tolerances and objectives. Additionally, we manage proprietary solutions by taking a top-down, macro-economic view of the world, identifying investable themes. Then, through fundamental research, we select individual securities that exploit an investable thematic while improving the diversification and risk return profile of the portfolio. 

 

We believe Canadian investors deserve high quality, objective and transparent advice.

 

James Price CFA
Portfolio Manager
James Price
Tel: 416.572.5445

Jamie is the Director of Capital Markets and Investment Products at Richardson Wealth. In this capacity, Jamie helps advisors and clients build portfolios and navigate a crowded universe of investment products. In addition, Jamie contributes the writing of our market commentaries, including the daily Launch Pad, to keep our advisors and clients well informed. Jamie graduated from Queen’s University with an Honours BA in Economics and Geography in 1997 and started in fixed income the same year working on the Bond Desk at First Marathon Securities, which was later acquired by National Bank Financial. Jamie joined First Associates in 2003, which evolved into Blackmont Capital and then Macquarie Private Wealth. He was appointed Vice President, Fixed Income, in 2005 and became a Chartered Financial Analyst charter holder in 2006. A year later, he was appointed Director of Fixed Income. Jamie’s experience in the bond world makes him well positioned to contribute to the macro strategy of the asset management team. Jamie Price, as a portfolio manager, is the lead manager of the Connected Wealth bond strategies.

An Nguyen CFA
Vice President, Investment Services
Tel: 416.864.3655

As Vice President, Investments Services, An is responsible for the firm’s Action Desk, a centralized source for investment ideas, support and thought leadership for advisor teams. An also contributes to the firm’s product research platform for public funds, writes for the daily investment publication and manages the investment proposals and RFP process. Prior to joining Richardson Wealth, An was Vice President, Products & Services at Macquarie Private Wealth, and was responsible for the firm’s fee-based programs. She has also held various roles within the manager research team at CIBC Asset Management responsible for the sub-advisory relationship of over $110 billion in assets under management. 

With a diverse perspective of the investment management business, An brings innovative ideas and solutions to the investment team. With her extensive experience in dealing with both the end investor and the investment manager, she has a balanced, and disciplined perspective on portfolio implementation, on-going monitoring, and risk-management. An graduated from the University of Toronto with a Bachelor of Commerce, and is a CFA charter holder.

Romain Marguet
Vice President, Alternative Investments
Tel: 416.969.4791

Mr. Marguet joined Richardson Wealth in January 2016 and is responsible for the oversight of the alternative asset platform for the firm, as well as origination of new alternative products. A role that sees him working in various capacities with asset managers in the hedge fund, private equity, private debt and venture capital asset classes. Mr. Marguet started his career in the financial services industry in 2000 with BMO Nesbitt Burns. He has held increasingly senior positions in Canada and internationally. Prior to joining Richardson Wealth Limited, he worked for a long-standing hedge fund manager and a boutique private equity firm in Toronto and overseas. Prior to working abroad, Mr. Marguet held the position of Vice President with Raymond James, a Fortune 500 company that had recently established its presence in Canada. Mr. Marguet received an Hon. B.A. in Economics from the University of Toronto in 2003. He is currently active on various industry boards and committees and fluent in both French and English.