Our team

Kyle Richie

 

Kyle Richie

Senior Vice President, Investment Advisor

Tel: 416.607.5058  •  Kyle.Richie@RichardsonWealth.com

Kyle has had a tremendously successful career as a financial advisor for over 20 years. He is known throughout the financial industry for his wealth management knowledge, passion, and his unique ability to explain to clients and other financial professionals everything from complex financial strategies to highly advanced tax planning with strength, simplicity, and clarity. He has spent more than two decades understanding and managing the unique financial needs of physicians/surgeons, dentists, business owners and ultra-high net worth families.

In 2018, he was ranked the #1 financial advisor in Canada for advisors across all firms by Wealth Professional magazine. WP also named Kyle as one of the most influential people in Finance in Canada. Mr. Richie was ranked IG Private Wealth Management’s #1 financial advisor in Canada in 2008 – 2018. He has won multiple awards while employed with IG Wealth has to offer including a lifetime achievement award for Financial Planning and Wealth Management. In December 2019, after extensive due diligence, Kyle and his entire team moved to Richardson Wealth.

Over the past 20 years, Kyle has cultivated an in-depth understanding of the unique financial complexities facing physicians/dentists/business owners and ultra-high net worth families. Kyle has a natural affinity to medical/dental professionals as his father is an orthopedic surgeon, his uncle is a dentist, and his wife, mother, mother-in-law and sister are all nurses.

Mr. Richie is frequently asked to motivate and educate other financial professionals, and has been a featured keynote speaker at many investment, insurance, and medical industry conferences nationwide and around the globe. He consistently maintains the highest ethical standards, and continually strives to improve clients’ lives and experiences. He and Melanie live in Brantford, and have three wonderful children. When he is not logging long hours at work, he enjoys skiing, golfing, playing hockey, cottage life and spending time with his family. Kyle and Melanie believe in giving back and are active volunteers and donors to several charities including the local Food Bank, the United Way, World Vision, Amnesty International, Sick Kids Hospital.

Getting to know Kyle:

Hidden ambition: Get noticed at the local hockey rink during a game of shinny and get drafted to the Toronto Maple Leafs.

If you could meet anyone, past or present, it would be: Warren Buffett and Jerry Garcia.

Favourite book: Atlas Shrugged.

Favourite quote: "We are what we repeatedly do. Excellence, then, is not an art, but a habit"- Aristotle.

Favourite food: Medium rare steak, baked potato, caesar salad and a fine red wine.

Best piece of advice for financial security: It’s not how much money you make, but how much you keep, how hard it works for you and how many generations you keep it for.

Favourite pastime: Traveling with family, watching live music and spending time at the cottage.


 Andrew Feindel

 

Andrew Feindel  

CFA, CFP®, CLU, CSWP, CIM, FMA, CSA®, FCSI®, HBA (Ivey)

Senior Vice President, Investment Advisor

Tel: 416.607.5077  •  Andrew.Feindel@RichardsonWealth.com

Andrew Feindel built his career around understanding both the nuances of wealth and, perhaps more importantly in his chosen profession, the nuances of people when it comes to wealth.

A survivor and graduate of Upper Canada College’s class of 2000, Andrew went on to graduate from the Richard Ivey School of Business and the Stockholm School of Economics with an honours degree in business administration. Fifteen years ago he joined Kyle’s physician and dentist-focused practice and brought his deep understanding of the medical field with him — his father is a cardiac surgeon in Toronto, his grandfather was a neurosurgeon inducted into the Canadian Medical Hall of Fame, and his wife is a nurse.

Andrew has regularly appeared in the media, including the Financial Post, Globe and Mail, Reader’s Digest, and CBC. He was also recognized by Wealth Professional magazine in 2017 and 2019 as one of a small group of up-and-coming young advisors poised to lead Canada’s wealth management industry into the future.

Andrew is a co-author of Kickstart: How Successful Canadians Got Started (published 2008, Dundurn) where he interviewed over 70 prominent Canadians including former prime ministers (Brian Mulroney), Native Leaders (Matthew Coon Come), physicians (Dr. James Orbinski), business owners (Jim Pattison), cartoonists (Lynn Johnston), astronauts (Dr. Roberta Bondar) and ballet dancers (Karen Kain).

Andrew released his latest book Kickstart Your Corporation: The Incorporated Professional’s Financial Planning Coach (published 2020, Wiley) which was #1 on Amazon’s Wealth Management, Corporate Finance and Corporate Finance in Accounting Best Sellers List. In it, you will learn how and why to incorporate your practice, how to optimize your dividend and salary mix, how to invest money within your corporation, how to evaluate the role of insurance in your plans, the difference between active and passive management, and alternative income strategies.

He also holds many professional certifications, including the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Strategic Wealth Professional (CSWP), Chartered Investment Manager (CIM), Financial Management Advisor (FMA), Certified Sales Associate (CSA), and is a Fellow of the Canadian Securities Institute (FCSI).

Outside of work he enjoys traveling and spending time with his wife Tina and two kids, Jake and Sophie. Some of their favourite destinations include Switzerland and Nova Scotia.

Getting to know Andrew:

Favourite sports team: Toronto Raptors.

Favourite musical moment: Live Forever by Oasis.

Favourite painter: Alexander Colville.

Favourite book: The Death of Ivan Ilyich, by Leo Tolstoy.

Hidden talent: In 1993, I was a fourth-ranked provincial chess champion in my age group.

Motivation in life: Leaving the world a better place than I found it.

Biggest life accomplishment: Being a good husband and father.


Yola Guo

 

Yola Guo

Associate

Tel: 416.607.5233  •  Yola.Guo@RichardsonWealth.com

Yola Guo spearheads the timely execution and administration within the practice and providing clients and their accountants with comprehensive and precise administrative services.

She has an extensive background in the sphere having spent seven years as an executive assistant with the Investment Planning Council of Canada. She joined Kyle in 2010. It’s that foundational knowledge and passion for the client experience that makes Yola a key asset to the team. She’s known for her ability to constantly exceed clients’ expectations. 

Yola’s daughter Roslyn is currently studying at the University of Toronto pursuing a degree in mathematics and physics. Roslyn also helps out in the office and her knowledge and dedication is always appreciated.

Getting to know Yola:

Next bucket travel location: Rome.

Favourite movie: Roman Holiday.

Favourite show: The Amazing Race.

Favourite painter: Vincent Van G


Lisa Johnson

 

Lisa Johnson

Assistant

Tel: 416.607.5163  •  Lisa.Johnson@RichardsonWealth.com

A continual touchpoint for clients both new and old, Lisa Johnson coordinates client meetings and dinners and ensures inquiries are addressed promptly. Her effort regularly exceeds client financial planning and administrative expectations.

Johnson joined Kyle in 2014, bringing with her over 20 years of experience in the financial services industry on both the boutique investment firm and major Canadian chartered bank side of things.

Lisa has a Bachelor of Commerce McMaster University. She’s also completed both the Canadian Securities Course (CSC) and the Life License Qualification Program (LLQP).

Lisa and her husband live in Burlington with their three boys.

Getting to know Lisa:

Favourite drink: Frozen piña colada on a nice warm beach.

Favourite quote: “Believe in yourself and you will be unstoppable”

Favourite food: Homemade banana cream pie.

Travel bucket list: Australia.

Biggest life accomplishment: Raising three wonderful boys.


Alex Loh

 

Alex Loh

Assistant

Tel: 416.607.5214  •  Alex.Loh@RichardsonWealth.com

As the team’s nerve centre, Alex Loh keeps the office running smoothly. Tasked with everything from scheduling client and prospect meetings and addressing client account inquiries to leading client appreciation initiatives, Alex is a critical part of the client experience.

She joined Kyle in 2016 after graduating from the University of Guelph. In addition to an honours degree in biological science, Alex also successfully completed the Canadian Securities Course (CSC).

She has an intimate understanding of the healthcare industry given she has family in the profession.

Getting to know Alex:

Favourite team: Manchester United.

Favourite book: Anything by James Herriot.

Favourite painter: Claude Monet.

Favourite movie(s): Lord of the Rings, Fast Five.

Favourite TV show(s): Merlin, Sherlock.


Jennifer Olvet

 

Jennifer Olvet

Assistant

Tel: 416.607.5225  •  Jennifer.Olvet@RichardsonWealth.com

Jennifer Olvet funnels nearly a decade of experience in the private wealth services industry into unparalleled client communication and service. Responsible for administration of everything from insurance planning services and managing client inquiries to setting up client online account services and preparing files for meetings, Jennifer is foundational in the day-to-day operations of the firm.

Jennifer has a degree in geography from the University of Waterloo and has also completed the Canadian Securities Course (CSC) and the Life License Qualification Program (LLPQ).

Jennifer enjoys spending time with her husband and three daughters.

Getting to know Jennifer:

Favourite sport: College football

Favourite food: Indian

Favourite quote: “Don’t sweat the small stuff”

Favourite drink: A really nice cabernet sauvignon

Travel bucket list: Japan


Our extended team

Craig D. Basinger , CFA

Director, Asset Management, CIO

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Craig Basinger is the Chief Market Strategist at Purpose Investments. With over 25 years of investment experience, 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’s thoughts and insights can be seen in Market Ethos publications and is a regular contributor on BNN. 

 

Craig and his team bring a transparent and cost efficient approach to investment management.  The team provides asset allocation OCIO services and directly manages over $1 billion in assets. The team manages dividend mandates, quantitative risk reduction strategies and asset allocation services.

 

Maureen Glenn , B.A., FLMI, CFP®, TEP, EPC

Vice President, Tax & Estate Planning

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Maureen works with Investment Advisory Teams and their affluent clients to navigate the entire wealth planning process; from initial discovery with the client, through to the final presentation. She is a dynamic speaker who can translate complex wealth planning concepts into efficient and effective action plans for clients. This holistic approach combined with her financial planning expertise offers a unique and practical perspective to retirement, trust, and estate planning.

Maureen joined the firm in 2006 and moved to the Tax & Estate Planning team in early 2010. The previous 20 years of her career were focused in the Life and Health Insurance Industry where she gained significant experience as a Financial Services Advisor, Mutual Fund Salesperson and as a product, sales, software and compliance trainer.

Maureen is a Certified Financial Planner® practitioner and is a member of the Society of Trust and Estate Practitioners. She has completed the Canadian Securities Course (CSC), the Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (IFIC). She also holds the designation of Fellow, Life Management Institute (FLMI) and other insurance designations from the Life Office Management Association (LOMA).