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.

 

Craig Basinger CFA
Chief Investment Officer, Portfolio Manager
Craig Basinger
Tel: 416.607.5221

As Chief Investment Officer of Richardson Wealth, Craig heads up the firm’s asset management service, Connected Wealth. Beginning his investment career in 1995, Craig combines an educational foundation in economics & psychology with years of experience in both fundamental and quantitative research. A long term student of the markets, Craig believes investment management should be transparent and shares his teams thoughts and insights in Market Ethos and is a regular contributor on BNN. 

Within Richardson Wealth’s asset management service, Connected Wealth, Craig and his team bring a transparent and cost efficient approach to investment management. The team provides asset allocation services and manages over $600m in both separately managed accounts and funds in partnership with Purpose Investments. The team manages dividend mandates, quantitative risk reduction strategies and Canada’s first behavioural finance based fund.  The markets are always changing and evolving, we focus on creating innovative strategies designed for where things are going. 

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.

Chris Kerlow CFA
Portfolio Manager
Chris Kerlow
Tel: 416.943.6156

Chris graduated from Saint Mary’s University with a Bachelor of Commerce Degree, double majoring in finance and entrepreneurship. He began his career with Scotia Asset Management in 2008 and had progressing roles before becoming a senior analyst in the Investment Consulting Group. Chris was awarded the Chartered Financial Analyst (CFA) designation in 2012. He brings a specialization in stock specific fundamental analysis. Analysing companies from the bottom up deriving fair value estimates and determining their relative attractiveness as either a stand alone investment or in a portfolio context. He is also a contributing member in the asset allocation and sector selection process.

Derek Benedet CMT, CFP
Portfolio Manager
Derek Benedet
Tel: 416.607.5021

Derek is a Portfolio Manager within Richardson Wealth’s asset management service, Connected Wealth. He has worked for the past fourteen years in the investment industry with experience at CIBC Wood Gundy, TD Wealth Management as well as GMP Securities Inc. (now RF Securities Clearing). He graduated from Wilfrid Laurier University with a Bachelor of Business Administration (Honours) degree with a finance concentration. Derek is a Chartered Market Technician (CMT), a designation obtained through expertise in technical analyses and is granted by the Market Technicians Association. He is also a Certified Financial Planner (CFP) as well as a Chartered Investment Manager (CIM).

Derek brings a specialty in trading, technical analyses and behavioral finance. His unique investment approach combines technical analysis, quantitative finance and fundamental analysis. Paying careful attention to momentum, market breadth and price patterns, Derek identifies key support and resistance areas that bring a unique aspect to new idea generation and risk management in portfolio management.