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 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.