Meet our team

Stephen Cudmore BBA, CFP®, FEA
Wealth Advisor, Investment Advisor, Branch Manager
Tel: 902.620.2612 Fax: 902.620.2601 Toll Free: 1.877.655.7735

Stephen has been providing wealth advisory services since 1992. Beginning his career in Toronto, Stephen obtained his Canadian Securities with Honors, and specialized in meeting the needs of high net worth families.

He later obtained his Certified Financial Planning, Insurance and Estate planning, Options Supervision, and High Net Worth Advisory designations. For over 10 years Stephen was Vice President and Branch Manager for one of Canada’s largest bank owned investment dealers.

In 2014, Stephen became a Branch Manager of Richardson Wealth for Atlantic Canada, and currently manages one of the largest wealth management practices in his home province of Prince Edward Island.

Stephen is an active volunteer in the community as past Chair for the Fundraising committee for the Summerside Wellness Center, the past chair of the fundraising committee for the Summerside Rotary Inspire Learning Centre, past president of the Rotary Club of Summerside, past Chair of the PEI Easter Seals Campaign, past board member of the Holland College Foundation and past VP of PEI Alpine Ski team. Stephen is a Paul Harris Fellow in Rotary, and he continues his involvement in the Community as a member of the local board of the Investment Industry Regulatory Association of Canada. He also serves as Commodore of the Charlottetown Yacht Club and is founder of the PEI Waterfront Festival. Stephen is married to Michelle. They have two university age daughters Makena and Macy. As a family, they love skiing, sailing, hiking, travelling and walking their Portuguese Water Dog named Jordie.

Jonathan Ross
Investment Advisor, Assistant Branch Manager
Tel: 902.620.2613

Jonathan has been providing investment advice to clients for over 17 years. Jonathan partnered with Stephen Cudmore over a decade ago to form Cudmore Ross Wealth Management. Jonathan’s responsibilities on our team include selecting assets, implementing plans and monitoring investments to achieve our clients’ specified investment goals. 

With a Bachelor of Business Administration from the University of Prince Edward Island, Jonathan has achieved several industry certifications and most recently graduated from the Securities Institute at the prestigious Wharton School of Business.

Like Stephen, Jonathan is an active Rotarian. He sits on the board of the PEI Community Foundation and is Chair of the Investments Committee.  He is on the Bid Committee for the 2023 Canada Winter Games and President of Charlottetown Executive Association.   When not serving his clients or the community, Jonathan and his teammates campaign a competitive sailboat. He lives in Stratford with his partner Emma, and his young children Dexter and Summer.

Garth Doiron CGA
Wealth Advisor, Investment Advisor
Tel: 902.620.2614

Garth, a Certified Professional Accountant, has been providing clients with Investment and Wealth Management advice since 2001. He spent the first seven years in the business building his own practice before partnering with Cudmore Ross Wealth Management in 2009 to help serve their client base.

Garth graduated from the University of Prince Edward Island with a BBA and a major in Accounting in 1991. He earned the Certified General Accountant’s designation in 1996. Garth worked as a Financial Controller for private businesses for many years before transferring his skills to the investment business. His CPA desigination provides him with a good knowledge of tax issues with which our entrepreneurial clients may be dealing.

As a Past President of the Summerside Chamber of Commerce, Garth has served on many volunteer boards over the years and is currently acting as Secretary Treasurer on the Board of the Summerside Boys and Girls Club and Youth Engagement Center. Garth and his wife Lisa have two boys, Zach and Tanner. In his spare time Garth likes to keep active whether it’s walking the dogs with Lisa, working out at the gym, or playing squash hockey and golf.

Julie Connolly
Associate
Tel: 902.620.2615

Julie is a highly accomplished Executive Assistant with 18 years of professional experience in administration and client service. She is known as a detail-oriented professional with a passion for accuracy. Julie’s foremost goal is to serve Cudmore Ross Wealth Management clients in a timely and efficient manner.

Julie is responsible for a full range of administrative duties and takes pride in delivering a great client experience. But her greatest contribution is how much she cares about what is important to our clients. She has worked in the financial industry for ten years and has her Canadian Securities Course with the Canadian Securities Institute.

Julie is a runner who enjoys participating in charity races such as The Run for the Cure. She is also involved in fundraising for Bowl for Kids Sake for Big Brothers Big Sisters of PEI and the Children’s Wish Foundation, and she volunteers her time to 100 Women Who Care, a non for profit organization focused on coordinating funding for local, community charitable organizations.

Luanne Coady

Associate

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Luanne has been in the investment industry for 20 years becoming a licensed associate in 1999. With extensive experience in operations and client relations, Luanne is a key component in the day-to-day coordination of client services and communication. Her familiarity with the demands of both back and front office operations enables her to better understand the needs of the many clients she communicates with every day.

Craig D. Basinger CFA

Chief Market Strategist, Purpose Investments

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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.

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 nearly 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.

Derek Benedet CMT, CFP

Portfolio Manager, Purpose Investments

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As a Portfolio Manager at Purpose Investments Derek plays a major role in the ongoing management and execution of the group’s investment mandates. He has worked for the past seventeen years in the investment industry with experience at Richardson Wealth, CIBC Wood Gundy, TD Wealth Management as well as GMP Securities Inc. He graduated from Wilfrid Laurier University with a Bachelor of Business Administration (Honours) degree with a finance concentration. Derek is a Chartered Market Technician (CMT), a designation obtained through expertise in technical analyses and is granted by the Market Technicians Association. He is also a Certified Financial Planner (CFP) as well as a Chartered Investment Manager (CIM).

Derek brings a specialty in trading, technical analyses and behavioral finance. His unique investment approach combines a unique blend technical analysis, quantitative finance and fundamental analysis. Paying careful attention to market technicals, Derek identifies brings a unique aspect to new idea generation and risk management in portfolio management. Derek believes that managing risk and being opportunistic given market conditions are key tenants of our achieving long-term returns.

Joey Mack CFA

Head of Trading – Director - Fixed Income & Securities Lending, RF Securities

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Joey is a Head of Trading – Director - Fixed Income & Securities Lending, RF Securities. In his role, Joey supports the fixed income business of Richardson Wealth by providing advisory and trading services in fixed income securities and preferred shares that create value added ideas. He works closely with Investment Advisors, discussing market strategy and recommending fixed income solutions. Joey develops and maintains relationships with third party dealers for RF Securities in order to improve trade execution and gain access to a broad suite of products for Richardson Wealth.

Prior to joining RF Securities (formerly GMP Securities L.P.), Joey was with a Canadian bank-owned dealer, where he headed up the retail fixed income trading desk, and was responsible for managing the working relationship between the Capital Markets and Wealth Management Divisions. Prior to this role, he held several progressive positions including roles as a credit research analyst and as trader in London, England, covering the dollar bloc Eurobond market and backing up dollar bloc government market making activity. Joey has been in the industry for over 14 years.

Joey holds a Bachelor of Commerce degree from the University of Toronto, and received the CFA designation in 2000. His professional affiliations include membership in the CFA Institute and the Toronto Society of Financial Analysts. Joey has completed the Canadian Securities Course (1994), the Conduct & Practices Exam (1995, 2007), the Options Licensing Course (1999), the Futures Licensing Course (2000), and the Partners, Directors and Officers Exam (2007). Joey is a Registered Representative under the Investment Industry Regulatory Organization of Canada.

Our Tax and Estate Planning Team

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).