Clive is the chief architect behind the client experience. He thrives on getting to know clients and playing a role in their lives as a trusted advisor and support through life’s milestones. He prides himself on being the first person they call when they have a finance or investment-related question.

Clive’s passion in investing began in 1990 at Wood Gundy in institutional trading. He spent the next two decades working on the institutional side of the finance business, developing investments tailored to specific institutional pension funds and retail advisor needs.

In 2014, Clive decided he wanted the new challenge of working one-to-one with families and business owners and started Holmes Investment Management. In 2022, Clive and the Holmes Investment Management team made the move to Richardson Wealth to better support their clients and take advantage of the firm’s tech-forward approach.

Clive’s very close with his family and they prioritize getting together with extended family often. In the past, he volunteered his time to hospital foundations and youth hockey organizations, but client relationships are his focus at the moment. In his time not spent with clients or his family, Clive is an avid golfer. He also loves watching sports and supporting his favourite team the Green Bay Packers.

As an associate, Joanna keeps Clive organized and the office running smoothly. It varies daily, sometimes it's setting up client lunches or fielding questions and requests, other times it’s putting thought into the tiniest details for client parties – whatever it is, Joanna is the organizational backbone of the business.

Born and raised in Brantford, Joanna’s father Michael Long was a highly regarded and integral commercial banker in Southwestern Ontario for many decades. Her response: get as far away from the financial sector as possible and pursue an education in psychology and a career as a teacher. Naturally, a summer job working for her dad sparked a love of the industry and she was hooked. She spent the next 15 years with a major financial institution, in multiple retail and commercial roles fostering a passion for the relationship side of the business.

In 2019, drawn to Clive’s energy and client approach, Joanna joined the Holmes Investment Management team. The team made the move to Richardson Wealth in 2022.

Beyond working with clients, Joanna loves spending time with her husband Casey and their four children. She’s an ardent supporter of Toronto’s teams – the Raptors, Blue Jays and Toronto Football Club – but takes a lot of flak from Clive for some of her loyalty and team affiliation. Joanna also likes to spend time getting outdoors and is the official party planner in her sprawling extended family, responsible for making every family get-together memorable.