Lynn Sawaya
Director, Wealth Management, Investment Advisor
Tel: 514.989.4840

As an advisor, Lynn’s greatest asset is her ability to form genuine connections with people. For 35 years she’s formed relationships built on trust with clients, guiding them through their most vulnerable moments and celebrating their successes alongside them. 

Inspired by her sister’s love of her own career in financial services, Lynn decided to enter the sphere in 1985 when she took a summer internship at The Montreal Stock Exchange and quickly found her place in the industry. After 1987, she spent the next 32 years with National Bank Financial, working closely alongside clients through multiple economic downturns and market volatility. It’s given her perspective, an expertise she happily passes along to clients. In 2021, Lynn brought her practice to Richardson Wealth in order to better adapt to the evolving needs of her clients.

When she’s not working with clients, Lynn enjoys spending time with her husband. A self-professed “foodie”, she loves anything to do with food – from trying new restaurants or wines to creating her own recipes. She also loves building and interior decorating and is constantly working on new projects. Lynn is a passionate supporter of the Canadian Cancer Society.

Claude Forget
Associate Investment Advisor
Tel: 514.989.4864

Claude’s measured approach to wealth management has made him a trusted advisor and rationale voice for clients since starting in the industry in 1988. Witnessing multiple economic downturns and plenty of market volatility has shaped his core philosophy as an advisor – the notion that although we don’t know what will happen tomorrow, we can make the plans to protect ourselves today. 

Drawn to the idea of working with people, Claude spent the past three decades working for major financial institutions, joining Lynn Sawaya’s team along the way. He came to Richardson Wealth alongside Lynn in 2021, with the goal of offering a broader, more independent suite of tools, resources and services to clients.

Claude enjoys spending time with his family and is an active supporter of his young adult son’s interest in the financial markets, being pleased shared his knowledge and values with him. You will often find Claude volunteering his time to coach his son’s hockey or baseball teams and strives to stay very involved in all aspects of raising a responsible adult. Claude enjoys food and wine and is constantly improving his skills as a cook.