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 all investment reporting, trading and the preparation of family year-end and semi-annual reviews. During tax season, Mike liaises with tax accountants to provide the necessary tax slip summary that simplifies tax reporting for our families.

Craig D. Basinger , CFA

Director, Asset Management, CIO

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Beginning his investment career in 1995, Craig Basinger has focused on investment strategy and managing Canadian and U.S. equity portfolios for Canadian investors. Craig believes that investment success begins with the big picture. If you are in the wrong sectors, the best stock picking in the world can’t save you. Craig spends a considerable amount of analytical energy on identifying economic expectations, allocating assets, and formulating sector views and style/quantitative tilts. He develops and tests these themes continuously. At the company level, he uses fundamental research in conjunction with a proprietary quantitative scoring system and technical analysis for entry/exit points. Craig’s multi-disciplined investment approach combines economics, early foundations in quantitative research and fundamental analysis.

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).