The power of teamwork

The rewards of partnership

If you seek a high-energy wealth management team to manage your net worth and maximize the financial future of multiple generations of your family through personal and trustworthy services, it would be our pleasure and privilege to meet with you.

Wynn A. Harvey BBA, CIM, CPCA, CDFA
Director, Wealth Management & Portfolio Manager, Investment Advisor
Tel: 416.572.5530

Wynn’s focus is organizing wealthy families’ lives and determining what is important to them. She has 20 years of experience in the investment industry, a solid background in trusts and estates, exceptional interpersonal skills and a detail-conscious approach that helps her clearly understand our affluent families’ issues and goals. Wynn specializes in guiding families in the transfer of their wealth intergenerationally. Wynn co-ordinates our team’s professionals. She holds her Bachelor of Business Administration (BBA) from Wilfrid Laurier University and her Canadian Investment Manager (CIM) and Certified Professional Consultant on Aging (CPCA) designations as well as her Level II insurance license.

Michael Sehmi
Associate
Tel: 416.572.5532

Mike is responsible for preparing annual performance reviews, investment proposals and execution of investment strategies. Mike’s project management skills are exemplified during tax time when he prepares personalized tax folders to assist clients in staying organized with essential tax filing information. He coordinates with client accountants to ensure all necessary information is captured, answers year-end tax inquires and investigates and resolves accounting issues. Mike sets up and maintains client online account services.

Michelle Bain CIM
Associate Investment Advisor
Tel: 416.572.5533

Michelle joined the team in 2020. Her role is constantly evolving. Working closely with Wynn, she leads the team’s business development strategy and coordinates marketing and appreciation initiatives. Michelle provides due diligence on investments and maintains close relationships with our core investment management teams. Being organized by nature, Michelle researches and implements new technologies to increase process efficiency and automation and to optimize and streamline day-to-day activities so we can focus on our clients and their families.

With over 20 years of experience in the investment industry in Investment Advisor/Associate roles, she is an IIROC licensed Registered Representative and a holder of the Chartered Investment Manager (CIM) designation.

Craig D. Basinger , CFA

Director, Asset Management, CIO

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Craig Basinger is the Chief Market Strategist at Purpose Investments. With over 25 years of investment experience, Craig combines an educational foundation in economics & psychology with years of experience in both fundamental and quantitative research. A long term student of the markets, Craig’s thoughts and insights can be seen in Market Ethos publications and is a regular contributor on BNN. 

 

Craig and his team bring a transparent and cost efficient approach to investment management.  The team provides asset allocation OCIO services and directly manages over $1 billion in assets. The team manages dividend mandates, quantitative risk reduction strategies and asset allocation services.

 

James Price , CFA

Director, Capital Markets and Investment Products

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Jamie is the Director of Capital Markets and Investment Products 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, including the daily Launch Pad, to keep our advisors and clients well informed. Jamie graduated from Queen’s University with an Honours BA in Economics and Geography in 1997 and started in fixed income the same year working on the Bond Desk at First Marathon Securities, which was later acquired by National Bank Financial. Jamie joined First Associates in 2003, which evolved into Blackmont Capital and then Macquarie Private Wealth. He was appointed Vice President, Fixed Income, in 2005 and became a Chartered Financial Analyst charter holder in 2006. A year later, he was appointed Director of Fixed Income. Jamie’s experience in the bond world makes him well positioned to contribute to the macro strategy of the asset management team. Jamie Price, as a portfolio manager, is the lead manager of the Connected Wealth bond strategies.

 

Christopher J. Clapperton, BA, LL.B
Business Coach and Wealth, DNA Specialist

Chris’ law practice of over 20 years encompasses estate, trust and tax planning and related administration and litigation. He acts as an independent mediator for wealthy families on estate disputes. Chris is often requested to act either alone or with a clients' family members as attorney for property, estate trustee under wills, or as trustee under family trusts. Chris assists business owners with succession planning strategies and implementation, estate freezing, corporate reorganizations, corporate counsel (including partnership and shareholder agreements), advising on domestic and international tax issues and compliance matters, assistance with the Canada Revenue Agency, technical interpretation requests under the Income Tax Act (Canada), advance income tax ruling applications, and dispute mediation.

 

 

 

 

Andrew Guilfoyle, CA, CFA
Insurance Specialist

Andrew is an insurance advisor for various wealthy families. He works with their investment, legal and tax professionals to co-ordinate the maximization of their financial opportunities, while minimizing taxes on an ongoing basis. Working with his affluent families, Andrew is focused on wealth accumulation, preservation and succession. Andrew is a Chartered Accountant (CA) and Chartered Financial Analyst (CFA).