Our Team

As an entrepreneurial team under the Richardson Banner, we’re never pressured to sell products or services. Every choice puts you at the centre. Our experienced team brings nearly 40 years of experience in wealth management, university-level lecturing, and corporate finance to the table.

We also have access to Richardson Wealth’s in-house team of tax, estate, and insurance planning experts.

Learn more about our team below:

Anwar Husain B.Comm, MBA, CPA, CA
Senior Investment Advisor, Wealth Advisor
Anwar Husain
Tel: 416.869.6963

As a wealth advisor, former corporate executive and award-winning finance professor at Canada’s top business schools, Anwar brings over 35 years of experience and a thoughtful, analytical approach to helping clients make confident financial decisions. He’s a sought-after educator, teaching at Queen’s University’s Smith School of Business, McMaster University’s DeGroote School of Business, and the University of Toronto’s Rotman School of Management. He has also been a guest lecturer at McGill University’s MBA program.

His path to wealth management is rooted in a diverse and accomplished financial career. After earning a Bachelor of Commerce from the University of Toronto (with distinction), his Chartered Accountant designation and an MBA from Ivey Business School, Anwar held senior roles in audit, corporate finance, and M&A at firms including KPMG, BCE Canada, and X.eye Inc. In 2003, he transitioned to wealth management, where he found he could apply his skills more directly to impact the lives of individuals and families.

Anwar combines technical expertise with a genuine interest in impacting clients' lives — qualities that have earned him long-standing relationships and trust from his select group of clients.

Outside the office, Anwar enjoys time with his family, travelling, and watching films. A lifelong learner, he is currently pursuing a Master’s degree in history at Harvard.

Extended Team

An Nguyen CFA®

VP, Investment Services

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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.
Jason Middleton CFP®

Estate and Insurance Advisor

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Jason has a well-rounded knowledge of the Insurance industry having worked at all levels of the business. He has worked at the manufacturer level, at the distributor level and, most importantly, as an Independent Insurance Broker and business owner.

Jason’s financial and accounting backgrounds allow him to take a comprehensive approach to advanced Estate and Insurance planning for clients. His ‘educate first’ approach resonates well with clients, who feel that his solution-based recommendations are tailored to their individual needs.

Jason earned a Bachelor of Business Administration with Honors in Accounting and Corporate Finance in 1999 from the University of New Brunswick. He began working on his CA (Chartered Accountant) with Deloitte and Touche in 2001 after taking a sabbatical to train and try out for the Canadian Olympic Swim Team. Upon returning to the work force Jason completed the CSC (Canadian Securities Course) and earned his CFP (Certified Financial Planner) designation in 2003.

*Insurance services offered through Richardson Wealth Insurance Services Limited.
Brett Burke CFP®, CIM, TEP

Senior Financial Planner

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Based in the Toronto office, Brett works with Investment Advisors to counsel high net worth families, executives and entrepreneurs on Wealth Planning solutions; helping to articulate their wealth aspirations at any stage. He provides support to his Richardson Wealth colleagues as part of our integrated wealth planning team.

Drawing on extensive financial services expertise and a passion for planning, Brett helps clients express and understand their unique objectives for the wealth they have accumulated. Employing a consistent, conservative value-add approach, Brett takes the time to truly understand what goals our clients want to achieve and creates an innovative and tailored solution for every client and their family.

Brett has 20 years’ experience as Financial Planner and has worked at several major investment management firms. Prior to joining the financial services industry, Brett was in the Canadian military, retiring in 2000, after a rewarding and successful career of 20 years serving in Canada and abroad.

Brett is a Certified Financial Planner (CFP®) and is a member of the Society of Tax and Estate Practitioners (STEP). He also holds the designation of Chartered Investment Manager (CIM) and has completed the Canadian Securities Course CSC), the Conduct and Practices Handbook (CPH) and the Life License Qualification Program (LLQP).