About Us

For more than 25 years, our team has been building long-term relationships to help families and entrepreneurs achieve success.
William Ellis CFA
Portfolio Manager & Investment Advisor
Tel: 416.969.3190

William has more than 25 years of experience helping families optimize their financial future.

From an early age, finance was a passion for William. Being raised by a single Mom, he experienced first-hand resilience and determination, which turned what seemed to be disadvantages into opportunities. William pursued his aptitude for numbers and analysis and joined Price Waterhouse. Upon achieving his Chartered Accountant (CA) designation, he joined Burns Fry, then a leading private investment company, where he became a Chartered Financial Analyst (CFA) and a shareholder partner, remaining with successor firms until 2007.

William came to Richardson Wealth returning to a partnership culture. William is honoured to be invested financially and personally in Richardson Wealth's success and looks forward to the Next 25 years helping his clients achieve their financial aspirations.

Although his wife Laurel would likely tell you that William lives and breathes his work, he enjoys getting away with his family to their cottage on Georgian Bay and puttering in the garden while at home in Oakville. William firmly believes his best years are still to come, during which time he will continue to innovate, serve others and make a significant difference.

Austin McBrine-Ellis
Tel: 416.969.3164

Austin works with William on building your Financial Dashboard and Risk Monitor. He also helps develop our Ellis Wealth Weekly and works with Cheryl on client service.

Austin joined the team in 2017 and is licensed as an Investment Representative. Outside the office, he is actively involved in volunteer work.

Laurel McBrine
Business Development Assistant
Tel: 416.969.3193

Laurel does research and writes articles on issues relevant to our clients, including strategies to support their goals for their Next 25 years. She edits and consults on our Ellis Wealth Weekly, bringing a female perspective to financial planning.

Laurel is also an artist who paints (especially portraits), a Certified Nutritional Practitioner, and a lifestyle writer.

Jason Middleton CFP®

Estate and Insurance Advisor


Jason has a well-rounded knowledge of the Insurance industry having worked at all levels of the business. He has worked at the manufacturer level, at the distributor level and, most importantly, as an Independent Insurance Broker and business owner.

Jason’s financial and accounting backgrounds allow him to take a comprehensive approach to advanced Estate and Insurance planning for clients. His ‘educate first’ approach resonates well with clients, who feel that his solution-based recommendations are tailored to their individual needs.

Jason earned a Bachelor of Business Administration with Honors in Accounting and Corporate Finance in 1999 from the University of New Brunswick. He began working on his CA (Chartered Accountant) with Deloitte and Touche in 2001 after taking a sabbatical to train and try out for the Canadian Olympic Swim Team. Upon returning to the work force Jason completed the CSC (Canadian Securities Course) and earned his CFP (Certified Financial Planner) designation in 2003.

*Insurance services offered through Richardson Wealth Insurance Services Limited.

Maureen Glenn, B.A., FLMI, CFP®, TEP, EPC

Vice President, Tax & Estate Planning

Maureen works with Investment Advisory Teams and their affluent clients to navigate
the entire wealth planning process; from initial discovery with the client, through to the final presentation. She is a dynamic speaker who can translate complex wealth planning concepts into efficient and effective action plans for clients. This holistic approach combined with her financial planning expertise offers a unique and practical perspective to retirement, trust, and estate planning.

Maureen is a Certified Financial Planner® practitioner, an Elder Planning Counselor (EPC) and is a member of the Society of Trust and Estate Practitioners (STEP). She has completed the Canadian Securities Course (CSC), the Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (IFIC). She also holds the designation of Fellow, Life Management Institute (FLMI) and other insurance designations from the Life Office Management Association (LOMA).


James Price, CFA

Portfolio Manager

Jamie is the Director of Investment and Advice at Richardson Wealth. In this capacity, Jamie helps advisors and clients build portfolios and navigate a crowded universe of investment products. In addition, Jamie contributes the writing of our market commentaries to keep our advisors and clients well informed.

Jamie is the lead manager of the Connected Wealth bond strategies.