Portfolio Manager, Investment Advisor
As a portfolio manager and investment advisor, Paul combines 30 years of experience and a deep interest in the capital markets with his empathetic approach to guiding clients. He's genuinely interested in his clients’ financial well-being and it shows in the level of trust and confidence his clients have in him.
Paul’s introduction to the financial industry is unconventional. After graduating from Carleton University with a Master’s in Public Administration, Paul pursued a role at the Treasury Board of Canada, exploring his interest in economics and public finance. But something was missing – Paul wanted to have a deeper impact on people and the places where their lives and finances intersect. He pivoted, taking a role at a physician-focused wealth management firm before joining a major bank. He’s spent the last 30 years building long-term relationships with a select client base. He joined Richardson Wealth in 2024.
Licensed as a discretionary portfolio manager, Paul has his Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations.
When he’s not meeting clients or researching stocks, Paul enjoys squash, yoga, hiking, fly fishing, and skiing. Along with his wife and two children, Paul supports charities including Power To Be, Victoria Hospice, the Canadian Cancer Society and The War Amps.
Assistant
Solution-oriented by nature, Shannon is the first point of contact for Holmes Wealth Management, supporting client needs, finding quick answers to questions, and keeping the business streamlined. She brings 25 years of experience in client services including spending the past decade and a half in the finance industry.
At 16, Shannon quickly realized she had a talent for connecting with clients in whatever job she held. The financial services industry felt like a perfect opportunity to make a positive impact on clients' lives. She worked at the Municipal Finance Authority of BC for seven years before moving into a career in wealth management as a member of Holmes Wealth Management.
In her spare time, Shannon and her husband Nathan enjoy going to live sporting events and concerts. She also likes to cook and travel. The ocean is Shannon’s favourite place to be.