An graduated from the University of Toronto with a Bachelor of Commerce, and is a CFA charter holder.  An has been in the investment industry for over twenty years and has worked for Canadian and Global financial institutions along the way.  As Vice-President, Investments Services and Proposals, An is responsible for the firm’s product research platform for public funds and manages the investment proposals and RFP process.

An started her career on the investment custody side where she specialized in portfolio transition management dealing with Canada’s largest pension plans and investment managers.  Prior to joining Richardson Wealth, An was Vice President, Products & Services at Macquarie Private Wealth, and was responsible for the firm’s fee-based programs including the advisor managed discretionary, third party managed discretionary, and non-discretionary platforms. Prior to joining Macquarie, An was an analyst for the consulting group at CIBC Asset Management where she was part of the manager research team that was responsible for the sub-advisory relationships for over $110 billion in assets under management.  On the manager research team, she covered Canadian equity, fixed income and Global fixed income investment managers.

With a 360-degree backdrop of the investment management business, including custody, transition management, and portfolio management, An brings best practice ideas and solutions to the investment team.  As a result of her dealings with both the end client and the investment manager, An has a balanced, and disciplined perspective to investment management with a focus on portfolio implementation, on-going monitoring, and risk-management.

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.

Harj specializes in helping high-net-worth and ultra-high- net-worth families protect and transition their wealth through sophisticated insurance and estate planning strategies.

He embraces the nuances and complexities surrounding intricate organizational structures and leverages his deep expertise in wealth preservation to design tailored insurance solutions. His advisory approach focuses on minimizing tax, optimizing cash flows and integrating business and succession planning. Additionally, Harj helps implement appropriate trust, philanthropic, and estate planning strategies to fulfill family legacy objectives. He strives to provide clients with a sense of financial well-being and confidence in their family’s wealth stewardship.

Prior to joining Richardson Wealth in 2024, Harj spent nearly a decade advising affluent families and business owners on financial, tax, estate, succession, emigration, and cross-border planning in both the public accounting industry and financial services sectors. 

Harj shares our team’s belief in lifelong learning and holds multiple designations – Chartered Professional Account (CPA), Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Chartered Life Underwriter (CLU) – and is currently pursuing his US Certified Public Accountant designation with an anticipated completion date of 2026.

Harj lives with his wife and their two children. When time permits, he can be found playing basketball, enjoying live theatre, or trying the newest restaurant in the city.