Robert joined Richardson Wealth as a partner in 2014, having begun his career as an investment advisor with Merrill Lynch in 1999, shortly before it was acquired by CIBC Wood Gundy. As a portfolio manager, Robert focuses on strategic asset allocation, quarterbacks our overall wealth management process and coordinates our team of professionals to meet and exceed our clients’ financial objectives. Robert is a Chartered Investment Manager (CIM®), a graduate of the University of Windsor and completed the CIMA investment program at the Wharton School of Business at the University of Pennsylvania.
Jason Middleton CFP®
Estate and Insurance Advisor
Jason has a well-rounded knowledge of the Insurance industry having worked at all levels of the business. He has worked at the manufacturer level, at the distributor level and, most importantly, as an Independent Insurance Broker and business owner.
Jason’s financial and accounting backgrounds allow him to take a comprehensive approach to advanced Estate and Insurance planning for clients. His ‘educate first’ approach resonates well with clients, who feel that his solution-based recommendations are tailored to their individual needs.
Jason earned a Bachelor of Business Administration with Honors in Accounting and Corporate Finance in 1999 from the University of New Brunswick. He began working on his CA (Chartered Accountant) with Deloitte and Touche in 2001 after taking a sabbatical to train and try out for the Canadian Olympic Swim Team. Upon returning to the work force Jason completed the CSC (Canadian Securities Course) and earned his CFP (Certified Financial Planner) designation in 2003.
*Insurance services offered through Richardson Wealth Insurance Services Limited.
Sylvia Azoulay TEP
Vice President, Tax & Estate Planning
Sylvia works closely with Investment Advisors and their clients to explore and identify issues that address clients’ overall wealth planning needs. She helps clients formulate objectives, understand issues and strategies and facilitates implementation of their goals. Sylvia understands the sensitive issues relating to family dynamics and wealth transfer.
Sylvia is an estate planning lawyer with many years of experience. Prior to joining Richardson Wealth, she was a principal in her own strategic wealth planning firm and also spent many years in the financial industry dealing with wealth planning solutions for high net worth clients.
Sylvia has been an instructor at Humber College School of Business and at the Bar Admission course at the Law Society of Upper Canada. She is a member of the Society of Trust and Estate Practitioners and the Estate Planning Council of Toronto. She is a seasoned presenter on topics of importance to high net worth families.
Pascal Alonzo CFP®, FMA, FCSI®
Senior Financial Planner
Located in our Toronto Office, Pascal works closely with advisors and their affluent clients by helping them define and implement their financial and retirement goals. He also uses his technical skills to support advisors in navigating our new state of the art financial planning tool My NextGen Plan®.
Pascal has over 22 years of experience in the financial services industry and has worked for several major banks and insurance firms. Most recently he managed a team of financial planning professionals that created financial plans for the front line advisors, and responded to financial planning questions from the field.
Pascal has a Bachelor of Arts in Mathematics from York University; he holds the Certified Financial Planner® (CFP®) designation from the Financial Planning Standard Council as well as Financial Management Advisor designation from the Canadian Securities Institute and he is a Fellow of the Canadian Securities Institute.
Ryan Knipfel CPA, CA, CFP®
Senior Financial Planner
Located in our Toronto office, Ryan works with Investment Advisors providing planning, analysis and solutions to their high net worth clients. Ryan’s technical expertise and broad experience creating wealth plans for high net worth clients enables him to prepare and present clear and concise analysis of a client’s financial situation. This includes addressing any of their concerns, and suggesting ways they may improve their overall financial health.
Ryan has over 10 years of experience as a senior financial planner with specialized skills in the areas of financial and retirement planning, tax minimization, estate planning and accounting. Prior to specializing in financial planning, he spent 14 years at two large accounting firms as a Chartered Professional Accountant (CPA). He gained extensive experience in providing professional services to individuals and their owner-managed entities including advising on the Canadian income tax consequences of corporate mergers and reorganizations.
Ryan is a Certified Financial Planner (CFP®). He completed his Honours Bachelor of Business Administration at Wilfrid Laurier University in Waterloo, Ontario. Ryan has completed as well as tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.