Alex Senkiw CFP®, CPA, FEA, CIM®
Director, Wealth Management, Portfolio Manager, Investment Advisor
Tel: 403.776.6238

Alex Senkiw grew up just outside of Toronto and graduated from the University of Western Ontario. As a Chartered Professional Accounting designation (CPA), he spent the first decade of his career working in corporate finance with Unilever and SAP. Together, Alex and his wife moved to Calgary, where Alex began a career as a Financial Planner at Investors Group.

 

Alex focused his practice on delivery exceptional financial planning for his clients and quickly found success in connecting with clients through conversations about what matters most. A Certified Financial Planner (CFP), Alex has the skills to deliver robust financial plans incorporate retirement, tax, investments and estate planning, tailored to help each client achieve their goals.

 

In 2015, based on the need to deliver a more personalized and flexible approach to address the complex needs of his clients, Alex joined Richardson Wealth. At the same time, he formed a partnership with Mike Pickard which has been a key driver for their continued success and client loyalty. Alex also holds the Chartered Investment Manager (CIM®) and the Family Enterprise Advisor (FEA) designations. His extensive educational background is related to his ambitious goal of having enough knowledge and skills to help families with the complexity of their dynamic situations.

David Hunt MBA
Director, Wealth Management, Investment Advisor
Tel: 403.695.1622

David Hunt has been a Wealth Management professional, in Calgary, for more than 25 years.  David began his career managing portfolios and advising both individual, and institutional, clients at First Marathon, which was acquired by National Bank Financial.  After spending 12 years developing his investment management process and expertise, David became a founding partner of GMP Private Client, one of the predecessor firms of Richardson Wealth, in 2007.

 

The unique environment at Richardson Wealth enables David to offer a truly independent and holistic approach to wealth and investment management, drawing on his many years of experience in portfolio construction and tax, financial and estate planning.  David focuses on adding value, and inspiring trust, through customized wealth and risk management solutions that meet the individual goals and expectations of his clients.

 

David has an MBA from McMaster University and a BA from The University of Western Ontario.  Prior to entering the financial services industry, David worked at Magna International and was also involved in a start-up, table-top ice hockey game manufacturing business.  David and his family enjoy their time in the mountains and enjoy many sporting and artistic pursuits.  They support several charitable initiatives in the local community.

Michael Pickard CIM®, CFP®
Director, Wealth Management, Portfolio Manager, Investment Advisor
Tel: 403.776.6237

Mike Pickard has had an unconventional path into the advisory world. While initially studying finance at the University of Alberta, it was obvious to both Mike and everyone around him, that at the time he was much more interested in carpentry, adventuring and the outdoors than the world of investments. After spending most of his twenties working as a builder and contractor while fitting in lots of outdoor pursuits, Mike eventually returned to the University of Alberta to finish is studies in finance and begin working as an Associate Advisor at BMO Nesbitt Burns. From there, Mike built a successful advisory practice at IG Wealth Management, where he met and started working with Alex. As the needs and goals of their clients continued to grow, Mike & Alex decided to formalize a partnership and transitioned their wealth management practice to Richardson GMP.

 

Mike’s role in the practice is weighted more towards investment research and portfolio management. Mike earned a Bachelor of Commerce with distinction degree from the University of Alberta and holds the Certified Financial Planner® and Chartered Investment Manager (CIM®) designations. To this day, Mike and his wife and their two daughters continue to enjoy the outdoors, hiking and mountain biking right out their back door in Canmore.

Tanjou Bell
Associate
Tel: 403.776.6239

Tanjou has worked with our team since 2009 and has been in the investment industry since 2007. With above-and-beyond dedication, Tanjou manages our team office and keeps everything running smoothly behind the scenes. She is also insurance licensed and can help you to protect your family and minimize your tax burden. 

 

In her personal time, she enjoys adventurous life with her husband and their boxer, Tucker and can often be found mountain biking or backcountry camping. They are expecting their first child soon and she is currently on maternity leave until late 2019. 

April Cole
Associate
Tel: 403.776.6241

April has been with the team since 2014. Since joining, she has successfully completed her CSC. She is your first point of contact when you have questions about your account, need assistance with forms and administration or want to gather information for your accountant at tax time. She is also responsible for creating meeting summaries and following up to make sure all recommendations are implemented. 

 

April is fluent in French and enjoys horseback riding, participating in a book club and staying active exercising her dog, Maddy. 

Jacob Baranowski
Portfolio Analytics Associate
Tel: 403.776.6235

Jacob Baranowski joined the team in 2017 to help with financial planning, investment recommendations and client servicing. He prepares various models, scenarios and infographics, to assist you in understanding how your investments are working for you today and in the future. Jacob graduated with a Bachelor of Commerce in Finance from the University of Alberta and is currently working towards his Chartered Financial Analyst designation and has completed the Canadian Securities Course.

He is fluent in Polish, and spends the majority of his free time maintaining and restoring classic European cars. Currently he is waging a war on rust in a 1984 BMW E30.

Penny Lee
Associate
Toll Free: 1.866.867.7735

Penny holds a finance diploma and has successfully completed her CSC. In her role as Associate, Penny supports the team in a variety of administrative functions. She established her career in finance with CIBC in 2008 and progressed into the role of financial associate with CIBC Imperial and most recently, Scotia Wealth. During that time she honed her skills supporting clients’ day to day banking and investment needs. With her personable approach and passion for excellence, Penny is a welcome addition to the team.

Penny spends a lot of her free time on the badminton courts, hiking, cooking up gourmet treats and travelling further afield. She also takes time away from technology to study calligraphy.