Richardson Wealth | Caldwell Housepian Group

Justin.Caldwell@RichardsonWealth.com LinkedIn Twitter

Justin leads the team’s wealth management process and works closely with clients to bring clarity to their goals. As a Portfolio Manager, he is licensed to provide discretionary advice as a fiduciary.

He joined The Caldwell Group – which recently became Caldwell Housepian Group – in January, 2016 after working with one of Canada’s top think-tanks, the C.D. Howe Institute. There, he refined his skills in analysis and communication by developing strategic partnerships with leading CEOs and senior government stakeholders.

Justin is a strong advocate for giving back, believing everyone can play a role in helping create a resilient, prosperous community. He serves on the Investment Committee of the Kitchener-Waterloo Community Foundation and as a Director for the Centre for Family Business.

Tel: 519.772.7834

Chris.Housepian@RichardsonWealth.com

Chris has been helping clients plan rewarding financial futures for more than 42 years. He holds designations as a Chartered Professional Accountant (CPA), a Certified Management Accountant (CMA), and Chartered Investment Manager (CIM). As a registered Associate Portfolio Manager, Chris offers clients the many benefits of our customized discretionary portfolio management service. Combining his professional qualifications with extensive industry experience, Chris has earned the trust of clients for more than 4 decades.

Tel: 519.772.7805

Robert.Caldwell@RichardsonWealth.com LinkedIn

Robert has been a leader in the Kitchener-Waterloo investment community for more than 45 years. During that time his experience has taught him that client-centric processes and personalized solutions are the keys to financial success.

He has held many senior roles within the investment industry and on corporate boards, including as founder of his own investment firm, Member of the Board at the Investment Dealers' Association - a predecessor of the Investment Industry Regulatory Organization of Canada (IIROC), Member of the Board at the Waterloo Brewing Co. (Formerly, Brick Brewing Co.), and Member on the Board at Kitchener-Wilmot Hydro.

Robert is also an active member of the community, having served on the boards of both the University of Waterloo and the Wilfrid Laurier University School of Business and Economics. He was recognized as a Paul Harris Fellow by Rotary International and, in 2002, named an Honorary Senior Fellow of Renison College (University of Waterloo).

Tel: 519.772.7835

David.Broderick@RichardsonWealth.com

David is responsible for maintaining client accounts and managing daily administration. He graduated with a BA in Economics from Wilfrid Laurier University and began his career in the industry in 1999. He joined one of our predecessor firms in 2005 and continues to assist in providing clients with a high standard of personalized service.

Tel: 519.772.7807

DC.Porter@RichardsonWealth.com

David is an Honours Economics graduate from Wilfrid Laurier University who joined our team in 2021. He works closely with other team members to fulfill several client service roles and is licensed to provide advice and execute orders. Born and raised in Kitchener, he stays involved in coaching minor hockey while enjoying golf and anything else that lets him connect with friends.

Tel: 519.772.7816

Tanya.Siripala@RichardsonWealth.com

Tanya's role involves attentively and diligently addressing the administrative requirements of both clients and advisors within the Caldwell Housepian Group. With almost 10 years of international experience in private wealth administration, she is well-versed in empowering advisors to go beyond and provide exceptional service to their clients. Having recently moved to Kitchener from Dubai, Tanya is eagerly growing her knowledge of the Canadian private wealth industry.

She not only enjoys challenging herself at work, but also at home by discovering new things to bake during her free time, as well as enjoying the natural beauty and cooler climate that Canada has to offer.

Sean collaborates with advisory teams and their clients to develop wealth planning strategies and to deliver integrated solutions addressing their unique needs.

Sean is an accountant with experience in Canadian and U.S. tax planning for high-net-worth individuals, with a focus on integrated cross-border wealth, estate, and trust matters. Before joining Richardson Wealth, Sean was at a multi-national accounting firm practicing in the private client group.

Sean participates in the development of thought leadership content delivered by our Tax & Estate Planning team. He has appeared in The Globe and Mail and has authored and contributed to several articles for BorderCrossings, a Thomson Reuters publication with insightful commentary on crossborder issues faced by Canadians and U.S. citizens. He is also a facilitator in the Chartered Professional Accountants of Canada’s In-Depth Tax Program.

Sean is a U.S. Certified Public Accountant, a member of the Society of Trust and Estate Practitioners, and holds a Master of Taxation from the University of Waterloo.

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.

Located in our Toronto office, Pinal works collaboratively with our Tax & Estate team to help provide best-in-class solutions to investment advisors and their clients. He brings depth of experience and technical expertise in answering financial planning questions and developing strategies. Pinal establishes comprehensive personalized wealth plans detailing client priorities which clarify their long-term objectives and provide peace of mind as clients plan the transfer of their wealth to the next generation.

Pinal has many years of experience in the financial services industry in various capacities. Throughout his tenure in his previous roles, Pinal has provided financial advice to affluent Canadians. Pinal has a Bachelor of Commerce degree from Ryerson University and is a Certified Financial Planner practitioner. He has also completed the Canadian Securities Course (CSC), Wealth Management Essentials (WME), and Professional Financial Planning Certification (PFPC).

Sylvia works closely with Investment Advisors and their clients to explore and identify issues that address clients’ overall wealth planning needs. She helps clients formulate objectives, understand issues and strategies and facilitates implementation of their goals. Sylvia understands the sensitive issues relating to family dynamics and wealth transfer.

Sylvia is an estate planning lawyer with many years of experience. Prior to joining Richardson Wealth, she was a principal in her own strategic wealth planning firm and also spent many years in the financial industry dealing with wealth planning solutions for high net worth clients.

Sylvia has been an instructor at Humber College School of Business and at the Bar Admission course at the Law Society of Upper Canada. She is a member of the Society of Trust and Estate Practitioners and the Estate Planning Council of Toronto. She is a seasoned presenter on topics of importance to high net worth families.

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