Alan started his dream career in 1998. Setting financial goals for clients and finding ways to reach them are the reasons he continues to enjoy his role immensely to this day.
His father, a retired Chartered Accountant (the financial advisor of the time), helped families and small businesses during his career. He provided Alan with a conservative nature, and the ability to have a caring ear when providing financial advice. This outlook forms the foundation for the advisory practice that Alan has built.
Receiving his Personal Financial Planner (PFP) designation in 2001, he immediately began building an advice-based, wealth management approach in helping families to succeed in their financial goals. For several years afterwards, he strived on his own to find investments that could truly meet client needs.
Soon he realized that he must focus on the family aspect of the business since every family is different! This led him to form a partnership so that he could focus on the people, while his business partner focused on the customized investments. This key step truly enabled him to focus his time on what he loves most, meeting with clients to discover their unique financial goals and matching those goals with the right investments for them.
Alan has the highest confidence that the team he has formed provides truly innovative and exceptional advice to families, corporations, and endowments. In finance, experience is the greatest asset for high quality advice.
The other important team in his life is at home with his family. With his wife Trish, and his three children, together they enjoy skiing, golf, and travel.
Ethan is a self-described student of the market, which he views as the intersection of economics, statistics and human psychology. Prior to joining Richardson Wealth, he spent several years at a local wealth management firm in Vancouver, where he was responsible for portfolio management, quantitative research, and equity trading for institutions and private clients. Ethan’s primary role on the team will be to lead the portfolio management process, oversee research and trading functions, and provide thought leadership for market trends.
Before discovering the world of investing, Ethan started his career as a microchip design engineer in the semiconductor industry. He completed his Bachelor’s degree in Computer Engineering and Master of Business Administration (MBA) in Finance from the University of British Columbia. He has also obtained the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations to further his knowledge and to better serve clients.
Outside of work, Ethan enjoys traveling, reading, and playing sports, including badminton, tennis, ultimate, and golf. He is an active supporter of the community and currently serves as the Board Chair for Frog Hollow Neighbourhood House.
Carmen has been in the wealth management industry, and a contributor to the team, since 2013. Her responsibilities include client administrative support, trade execution, portfolio management, and product research.
Carmen graduated from the University of British Columbia with a Bachelor of Science degree in Chemistry. She holds the Chartered Investment Management (CIM) designation.
Prior to joining the wealth management industry, Carmen spent 5 years in Hong Kong and was responsible for Research and Business Development in East Asia for a firm specializing in cutting-edge nanochemicals for treating environmental pollutants.
Outside of work, Carmen enjoys travelling, trying different cuisines, and exploring nature with her husband and their two energetic young boys.
With five years of experience in the financial services industry, Jocelyn provides dynamic, high-level client service and administration at YD Wealth Partners. She embodies the team’s philosophy by curating simplified procedures and clear reporting processes to ensure expectations are met consistently. As the primary point of contact for clients, her natural ability to connect with people makes her a valuable asset to the practice.
A local native to Vancouver Island, Jocelyn enjoys an active lifestyle that includes spending time outdoors, as well as attending spin, pilates, and/or yoga classes. She also enjoys discovering the culinary offerings of Vancouver or those from the next destination on her travel list.