Richardson Wealth | Masson Wealth Management

Andrew.Masson@RichardsonWealth.com LinkedIn

With almost 25 years of financial services experience, Andrew Masson is passionate about working with clients and their families, striving to fully understand each client’s needs as they consider a new stage of life – retirement. He understands the uncertainty and fear many people feel as they consider what retirement may look like and approaches the planning process by starting with a snapshot of where they are today and working towards what they envision for tomorrow. This big picture approach allows Andrew to drive bigger conversations with his clients about building, managing and preserving wealth.

Andrew began his career in financial services in the late 1990s as an assistant at FirstEnergy Capital Corp, moving through progressively more senior roles at RBC Dominion Securities, Royal Mutual Funds and TD Waterhouse. Most recently, Andrew was an Investment Advisor and Portfolio Manager with a bank-owned firm, where he built and reviewed client financial plans, developing individual income strategies encompassing all income sources and incorporating tax consequences.

Andrew enjoys spending time skiing with his family during the winter months, likes cooking and barbecuing and has recently rediscovered a love of photography.

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.