Our Team

Over three and a half decades as a portfolio manager, wealth advisor and investment advisor, Ben has developed a reputation for his knowledgeable approach, sharp perspective, and unwavering commitment to clients. He’s proactive and inquisitive, never shying away from challenging conversations and working hard to find solutions for clients. It shows in the long-term relationships he’s built with clients spanning generations and, for some, the entirety of his career.

After earning both a bachelor’s degree and a master’s degree in business from the University of Western Ontario and the Schulich School of Business, Ben started his career as a financial analyst intern at IBM Canada. After a stint in marketing at Citigroup’s Canadian headquarters, he decided to pursue his dream of supporting people’s financial well-being and took his first post in the wealth management industry in 1990 at a major financial institution. Ben joined Richardson Wealth in 2024.

Ben is a proud lifelong resident of Hamilton/Stoney Creek, where he lives with his wife Paula and three sons. He’s an active community builder, raising funds for McMaster Children’s Hospital, CNIB, United Way, Ronald McDonald House, and The Women’s Centre of Hamilton. He’s also a 30-year member of the Order Sons of Italy of Hamilton and a member of the Canadian Italian Business Professionals Association, the Hamilton Club and the Hamilton Chamber of Commerce.

Ben has offered insight on the capital markets for television and BNN Bloomberg Radio, and has written articles for local business media.

As an associate, Andrée is the first voice clients hear when they have a complex question. Her extensive knowledge and 28 years of experience in financial services (more than half of which has been spent on the Troiani Wealth Management team) allow her to provide a high level of support and service. In addition to supporting clients with complex inquiries, Andrée executes trades and assists with financial planning and ensuring continuity as clients’ needs, and the plan, evolve.

Andrée got her start in the industry as a customer service representative at a major financial institution before moving into a position as a financial services representative. She transitioned into roles in advisor services and business development before joining Troiani Wealth Management in 2008 and moving to Richardson Wealth in 2024. Andrée has her Certified Financial Planner designation.

In her spare time, Andrée likes spending as much time as possible with her husband, their three boys, and daughter-in-law. She enjoys yoga, hiking, and sailing. She’s recently taken an interest in pickleball. 

Joe plays a key role in creating a seamless client experience, opening accounts, updating client profiles, and managing recurring payment schedules. He enjoys working with clients and getting to know them personally. Joe supports the Troiani Wealth Management team by collecting client information and by producing portfolio reports for client reviews. He also fields client questions and facilitates any one-off requests they may have.

After four years in personal banking, Joe joined the Troiani Wealth Management team in 2010. He’s always had an affinity for the fast-paced nature of the industry and enjoys staying on top of the latest developments.

Joe has a diploma in business management – financial services from the Humber Institute of Advanced Learning and has completed the Canadian Securities Course, Codes and Practices Handbook and the Wealth Management Essentials course.

Joe enjoys spending time with his wife Monica and their two children, Joey and Alessia, supporting their involvement in soccer, baseball, and swimming. He also enjoys playing golf.

Lisa joined Troiani Wealth Management in 2022, bringing with her over three and a half decades in the financial services industry. In her role as assistant, Lisa supports opening accounts and following up with client paperwork. She enjoys engaging with clients when scheduling meetings and fulfilling other client-related administrative tasks. Lisa keeps the team on track and compliant with regulatory requirements and also supports trading.

Lisa began her career in the industry in the central accounting unit of a major financial institution. She loved interacting with clients and when the opportunity arose to join the Troiani Wealth Management team, Lisa was quick to sign on. She joined Richardson Wealth in 2024.

A lifelong resident of the Stoney Creek/Hamilton area, Lisa enjoys spending time with her husband and two children. She enjoys cooking and entertaining family and friends.