Meet our Team:

With more than 50 years of combined experience, our team has been building long term relationships to help families and entrepreneurs achieve success.

Ida Khajadourian FMA, CAIA®, CIM®
Portfolio Manager, Investment Advisor
Ida Khajadourian
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Report on business 2022 shook awards

 

 

 

WP 2021 five-star advisor

 
WP 5-Star Leading Women in Wealth 2021 -

 

Ida Khajadourian is a multi-award-winning Portfolio Manager and Investment Advisor. She has a passion for wealth management and helping clients achieve their goals and successfully transition through various life stages.

For over 22 years, Ida has worked closely with institutions, family offices, wealthy entrepreneurs and high-net-worth families, building trusted relationships and delivering a high level of holistic wealth management services. She combines her knowledge and experience with the expertise of a team of in-house tax, estate, insurance and retirement planning specialists, all to chart her clients’ paths to financial well-being. Ida believes in the importance of capital preservation, tax minimization, retirement planning, and investing using a goals-based and risk-reward oriented approach, including alternative strategies.
 

After completing a Bachelor of Commerce from the University of Toronto with a specialization in Finance and a major in Economics, Ida joined a prominent Canadian alternative asset manager. There, she was involved in all aspects of business development including investment advisory services. Ida transitioned her private wealth practice to Richardson Wealth (formerly Richardson GMP) where she launched Khajadourian Wealth Management.

Ida obtained her Chartered Alternative Investment Advisor (CAIA) designation in 2005 followed by the Financial Management Advisor (FMA) designation in 2008. In 2012, she completed the Partners, Directors and officers Course. In 2016, Ida obtained her Chartered Investment Manager (CIM) designation.

Ida supports many causes both, most recently with 360 Kids in York Region, and has been involved with mentorship programs supporting gender diversity and women in finance. In recent years, Ida has been invited to speak on various panels to discuss her journey as a financial professional and provide insights and expertise regarding alternative strategies.
 

In her spare time, Ida enjoys being active, traveling, reading, cooking and time with her friends and family.

Mark Ramage
Investment Advisor

Mark has over 20 years of experience in the investment industry and began his career at GMP Securities (now RF Securities Clearing) in 1997 where he spent 6 years working on the trading desk, trading securities for institutional and retail investors. In 2005, he joined GMP Private Client (now Richardson Wealth) to continue serving institutions and high net worth individual investors. Mark has gained invaluable trading experience in his prior roles which he applies daily when managing trade execution and special situations for clients, which continues to remain his primary focus.

Mark is a licensed Registered Representative and has successfully completed various certifications including Professional Financial Planning and Trader Training.

Mark was born and raised in Toronto where he grew up playing hockey and lacrosse in his spare time. Once he had two sons he put on his coaching jacket and has been coaching both boys for over 14 years. His passion for hockey continued in 2017 when he joined the board of directors of the Scarborough Ice Raiders organization. When Mark is not at the rink you can find him walking his two black labs or enjoying time at the cottage.

Anton Poverennov CIM®, RIS
Associate Investment Advisor

Anton joined our team in December 2020 and brings over a decade of experience as a fully licensed Associate. He began his career in 2009 at Blackmont Capital (now part of Richardson Wealth) servicing high net worth and ultra high net worth clientele, covering a full spectrum of responsibilities such as trade execution, administrative support, portfolio reviews, business development and day to day team operations management. Over the years, working with various teams and financial institutions has given him a broad range of industry knowledge and experience. Anton enjoys implementation of technical analysis and believes in punctual client service.

Anton has an Honours Bachelor of Commerce degree with Finance specialization from University of Ontario. He is options licensed and has earned the Chartered Investment Manager (CIM®) designation with plans to achieve the Fellow of Canadian Securities Institute designation.

Erin Boyle
Associate

Erin joined the Khajadourian Wealth Management team in May 2020 after recently having graduated from Western University with a Bachelor of Arts degree in Business Management and Organizational Studies. She began her career in finance as an assistant at a well-known investment firm in London, Ontario immediately after earning her degree, where she gained great industry knowledge. She completed the Canadian Securities Course and is extremely eager to learn more about the financial sector firsthand and provide our clients with outstanding service and support. Erin has recently began focusing her role on financial planning with our in house Tax & Estate planning team. Her goal is to ensure all our clients have a cohesive and attainable plan to help guide them through their financial needs.

 

Erin grew up in Alberta and spent most of her free time playing soccer, skiing, snowboarding, and hiking in the mountains. Throughout her education, Erin remained dedicated to supporting the community by writing for the school newspaper, actively supporting the Butterfly Effect Club of Western University, and organizing a volunteer mission for herself and classmates to support local schools in Tanzania. Since graduation, Erin continuously supports the Make-A-Wish foundation by participating in their annual Rope for Hope event as well as the Parkinson’s Society at their annual SuperWalk for Parkinson’s.

Kelsey Stockill
Assistant

Kelsey joined Richardson Wealth in August 2021 and is instrumental in providing superior client service and administrative support to our team and valued clients. Kelsey ensures that client requests are looked after in a professional and timely manner while ensuring a smooth and seamless transition for our new clients.

Kelsey comes to us from the aesthetics industry where she managed high-volume retail salons. Her transition to the financial services industry is motivated by the importance of this sector in the Canadian economy. She is a graduate of George Brown College with a diploma in Fashion Management, during which she assisted in various volunteer activities such as the development of The After Breast Cancer (ABC): Fashion Show Fundraiser. She also recently obtained a Digital Marketing certification. 

Kelsey is originally from North Bay, where she grew up with her twin sister and two older brothers. She devoted most of her free time to competitive figure skating all over Ontario, traveling for dance competitions and spending time with friends and family. Outside of work she enjoys her fitness routine, visiting art galleries, watching movies and reading.

Ryan Knipfel CPA, CA, CFP®

Senior Financial Planner

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Located in our Toronto office, Ryan works with Investment Advisors providing planning, analysis and solutions to their high net worth clients. Ryan’s technical expertise and broad experience creating wealth plans for high net worth clients enables him to prepare and present clear and concise analysis of a client’s financial situation. This includes addressing any of their concerns, and suggesting ways they may improve their overall financial health.
Ryan has over 10 years of experience as a senior financial planner with specialized skills in the areas of financial and retirement planning, tax minimization, estate planning and accounting. Prior to specializing in financial planning, he spent 14 years at two large accounting firms as a Chartered Professional Accountant (CPA). He gained extensive experience in providing professional services to individuals and their owner-managed entities including advising on the Canadian income tax consequences of corporate mergers and reorganizations.
Ryan is a Certified Financial Planner (CFP®). He completed his Honours Bachelor of Business Administration at Wilfrid Laurier University in Waterloo, Ontario. Ryan has completed as well as tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.

Sean Hsu CPA (New Hampshire), MTax, TEP

Senior Tax Specialist, Tax & Estate Planning

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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.

Sylvia Azoulay TEP

Vice President, Tax & Estate Planning

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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.

Jason Middleton CFP®

Estate and Insurance Advisor

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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.

To learn more about our services please contact us!