Stephen cherishes the long-term client relationships he’s cultivated through years of open communication and attentive service. He appreciates the fact that his clients want to be involved in day-to-day investment decisions and the conversation that develops as a result.Through such engagement, Stephen enjoys growing both his clients’ investments and their relationships. Many client families now have three generations working with Stephen, who is always happy to help guide younger family members through the many different aspects of wealth management.

Stephen has a wide range of interests and a huge appetite for learning. As a member of the Victoria Rhododendron Society, he works tirelessly to keep his rhodo garden in beautiful condition. His grandparents owned an antique shop in Victoria and introduced him to collecting when he was a young child, and he continues to collect antiques and art today. As well, travel and visiting museums and galleries is high on his list of favourite things to do. These are some of the reasons he enjoys time spent with clients – not only discussing investments, but sharing common interests and discovering new ones!

Louise joined the investment industry in 1997 to cover a one-year maternity leave and never looked back, finding a passion for the industry by assisting both advisors and clients. She was both a branch administrator as well as an assistant to the investment advisors.

Louise’s focus within the team is to ensure a high level of client service through the required account documentation and responding to client requests in a timely manner.

Louise lives in Sidney, B.C. with her husband Robert, son Robbie and dog d’Artagnan, named after the Captain of the Three Musketeers. Her husband is training the dog for search and rescue and has spent many years as a volunteer Sidney fireman. Louise also does volunteer work in the community. As a family, they enjoy the outdoors primarily camping, skiing, and boating. Louise’s other hobbies include decorating cakes, making fancy chocolates, sewing, and knitting.

Nathan is a second-generation investment advisor, born and raised in Victoria, BC. He graduated from the University of Victoria with a Bachelor of Science in Economics.

He began investing from a young age, what he learned early on is the value of financial advice, patience and planning. After graduating from UVIC he spent the next ten years working for two of Canada’s largest investment asset management companies, spending the last eight years of his career as a Regional Director for British Columbia. Those two companies helped him develop a deeper level of understanding of the investing landscape, direction of wealth management and comprehension of how wealth management leaders such as Richardson Wealth deliver value to individuals, families and corporations.

The team’s expertise lies in investment, tax, retirement & estate planning as well as helping small business owners. The team’s core belief is that everyone has unique circumstances and objectives, thus they deserve a bespoke approach. They have found that through continuous education, consulting & planning they can create financial clarity for clients and structure their investments to achieve their goals.

In Nathan’s free time he can be found enjoying Vancouver Island's beautiful beaches or urban exploring with his wife Nancy and their dog Uber. He also thoroughly enjoys a project, whether it's gardening or working on the family home.