Valerie Wowryk CFA®
Portfolio Manager, Investment Advisor
Tel: 204.953.7880

For the past 35 years, Valerie Wowryk has been providing highly personalized service to a select number of clients who recognize the need and benefit of having a senior investment professional on their advisory team. Her extensive experience includes working with management boards, executives, entrepreneurs and prominent families.

The Wowryk team works with its clients who have already accumulated wealth and whose goal is to preserve and grow capital in line with their personal investment requirements and constraints. They offer a well thought out, thoroughly researched customized investment process and a superior level of personalized service.

As part of their clients’ Advisory team, the Wowryk team engages Richardson Wealth’s in-house Tax & Estate Planning professionals who will develop a holistic Wealth Plan for clients to address any estate, tax, philanthropy, insurance and business and farm succession needs.

Jaimie Kehler
Jaimie Kehler
Tel: 204.953.7881

With more than 16 years of experience working in the financial services industry, Jaimie handles the administrative functions to facilitate the smooth operation of client’s investment portfolios. She also assists with inquiries and requests from clients and their other trusted advisors.

Jaimie has completed the Canadian Investment Funds Course (CIFC) the Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH) and takes pride in her attention to detail and providing exceptional client service.