Kyle Richie’s knowledge, passion, and ability to communicate everything from complex strategies to advanced planning with clarity had made him one of the most sought after professionals in the industry. He was named Wealth Professional magazine’s top financial advisor in 2018 and prior to joining Richardson Wealth, Kyle was ranked the number one advisor at a leading Canadian financial services firm for ten years in a row.

His interest in the financial industry runs deep. At 12-years-old, Kyle discovered a board game called Stock Ticker, spurring his lifelong intrigue surrounding wealth and investing. After graduating from Western University with a degree in economics in 1997, Kyle worked for several major financial institutions before transitioning into the wealth management services side of things.

Over the past 20 years, Kyle has cultivated an in-depth understanding of the unique financial complexities facing physicians and dentists. It’s an industry he has personal ties to – Kyle‘s father is an orthopedic surgeon, his uncle is a dentist, and his wife, mother, mother-in-law and sister are all nurses.

He joined Richardson Wealth in 2019, drawn to the entrepreneurial nature of the firm and the access to a broad scope of advice, services and products it would afford clients.

Kyle has been a keynote speaker at investment, insurance and medical industry conferences. He and his wife Melanie live in Brantford with their three children. Beyond work, he unwinds with golf, hockey, skiing and spending time with his family. Kyle and his wife 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 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.

A Certified Financial Analyst charterholder Andrew holds an Honours BA from the Richard Ivey School of Business and the Stockholm School of Economics. 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 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 Gogh.

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.

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 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