Sean works with successful families, individuals and institutions to help them make sound strategic choices with the wealth they’ve accumulated. He recognizes the life decisions that those resources ultimately support and has worked closely with his clients since 2002 to provide personalized wealth strategies and portfolio management. For corporate clients, Sean also provides pension consulting services.

Sean is a Portfolio Manager in the Halifax, Nova Scotia and Charlottetown, Prince Edward Island offices of Richardson Wealth. He is a CFA Charterholder, and holds a Bachelor of Science from Mount Allison University and a Bachelor of Electrical Engineering from Dalhousie University. Sean has also earned the CIM designation and has completed various industry courses. While at Mount Allison University, Sean was a two-time all-conference quarterback on the university’s football team. Upon graduating from Dalhousie, Sean worked in Engineering before discovering his passion for wealth management.

Outside the office, Sean and his family live an active lifestyle. Along with his wife Janice and three children, Grace, Ella, and Levi, you’ll often find Sean out on the ocean or helping to coach his kids’ various sports teams. Sean enjoys staying active by hitting the gym, trail biking and playing tennis, poorly! He tries to keep up with younger (and much more athletic) players during touch football season each fall, so you’ll often find Sean recovering from a sports-related injury. Sean is on the board of Tennis PEI and Colonel Grey Education Foundation.

Colin Beck brings a depth of knowledge in tax regulations and tax planning strategies to our team. As a Chartered Professional Accountant (CPA), Colin’s previous roles at accounting firms have given him a depth of experience dealing with the complex needs of clients. A strong communicator and problem solver, Colin provides our clients with a high level of professional services to meet their needs. Colin is enrolled in the Chartered Financial Analyst (CFA) program and is currently a Level III Candidate.

A Charlottetown native, Colin spent his early years passionately involved in hockey. At 17, he left the island to play for the Truro Jr. A Bearcats of the Maritime Hockey League, earning a scholarship to attend University of PEI (UPEI) and play for the UPEI Men's Varsity Hockey Team. At UPEI, Colin was a three-time CIS Academic All-Canadian and graduated on the Dean's List.

In addition to his experience in the accounting field, Colin has developed a passion for writing. He has contributed to the financial website Motley Fool Canada, where he wrote articles on various investing topics and publicly traded companies. Colin is also the author of Deferred Gains: A Practical Road Map to Earning the CPA Designation. The book is specifically written for CPA students and equips them with the necessary skills to complete the CPA program.

Colin is Chair of the board of the PEI Literacy Alliance and a member of the Board for the Chartered Professional Accountants of PEI. In his spare time, Colin enjoys travelling and staying active through various sports. Colin is an avid reader and considers himself a bit of a movie buff.

Lori has extensive Industry experience, having worked in the business for 23 years. She started her career after completing her post-secondary education and immediately enrolled in the Canadian Securities Course. As a licensed Associate, Lori specializes in the client service side of our business. She helps our clients with everything from administrative requirements to ensuring prompt action to any client needs, as they arise.

Lori’s industry experience in combination with her warm enthusiasm make her a pleasure for our clients to do business with. Her ultimate goal is ensuring all our clients receive exceptional support.

Lori and her husband Philip have three sons. She spends most of her free time at either the hockey rink or soccer field, as a passionate spectator.