Richardson Wealth | Ida Khajadourian

For over 20 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 service. Ida takes a very proactive approach when working with clients to ensure that client portfolios are properly positioned and in line with client’s views, goals and objectives as life events lead to change. Using her knowledge and experience, combined with a team of in house specialists including tax, estate, insurance and retirement planners, Ida is able to help chart your path towards financial security. Ida’s beliefs include the importance of capital preservation, alternative strategies, and alpha generation using a risk reward oriented approach.

Ida began her career with a major financial institution where she served clients for 4 years. In February 2000, Ida joined a very prominent mutual fund and hedge fund management company as its 5th employee and was involved in all aspects of business development including marketing and Investment Advisory Services. Ida’s close interactions over the years with clients, investment advisors, fund analysts, peers and portfolio managers has given her a solid foundation for conducting due diligence and sourcing exceptional talent as well as unique, non traditional and innovative investment opportunities for investors.

Ida obtained a Bachelor of Commerce Degree from the University of Toronto with specialization in Finance and major in Economics. In 2005, Ida obtained her Chartered Alternative Investment Advisor (CAIA) Designation followed by the Financial Management Advisor (FMA) designation in 2008. In 2012, Ida completed the Partners, Directors and Officers Course. In 2016, Ida obtained her Chartered Investment Manager (CIM) designation.

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.

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 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 recently 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 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.

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 collaborates with Investment Advisors and their clients to develop tax and financial 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. He has authored and contributed to several articles for BorderCrossings, a Thomson Reuters publication with insightful commentary on cross-border issues faced by Canadians and U.S. citizens.

Sean is also a facilitator in the Chartered Professional Accountants of Canada’s In-Depth Tax Program. He 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 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 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 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 and earned his CFP designation in 2003.

* Insurance services offered through Richardson Wealth Insurance Services Limited. Jason Middleton is the owner of The Producers Planning Group.

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