Richardson Wealth | James Dennis

Jim has over 20 years of experience in wealth management. His area of expertise and focus is in portfolio construction and manager research. He is able to communicate with accountants, lawyers and insurance specialists for the purposes of tailoring personal, corporate and estate tax planning. Jim earned a CA designation (Chartered Accountant) in 2001. His accounting and financial background helps with identifying solutions to reduce taxes, enhance and preserve wealth, and transfer assets tax-efficiently to the next generation.

Jim is a graduate of Queen’s University (B.Comm), University of Waterloo (M.Acc) and holds a Chartered Investment Manager (CIM®) designation. Jim is a member and former captain of the Granite Club Masters Swim Team. Jim is father of two amazing children, Alexander and Evelynn.

Jim’s team at Richardson Wealth offers high net worth individuals and trusts a comprehensive approach in managing their investments and achieving set financial goals.

Tel: 416.969.3181

Corey.Eccles@RichardsonWealth.com

Corey joined The Dennis Group in January 2021. He attended Utah Valley University on a golf scholarship and graduated in 2016 with his degree in International Business Management and a minor in Finance.

Corey assists our team with day to day tasks and helps in providing our clients with a first-class customer experience.

Away from the office Corey enjoys spending time with family and friends, while also staying active by playing a variety of sports.

Tel: 416.969.3057

Jorge.Saban@RichardsonWealth.com

As a graduate from Ryerson University with a degree in Aerospace Engineering, Jorge brings a process oriented methodology to problem solving, analytical thinking and a friendly demeanor.

Of interest to Jorge is process efficiency and automation. This has allowed him to optimize our day-to-day activities so he can focus on his clients, their families and engage with them on a personal level to better understand their objectives, constraints and requirements.

When he's not staring at his computer screen Jorge enjoys long walks to the dog park with his two Westies, Penny and Betty White, traveling the world with his partner of 10+ years or putting his chemistry background to use with his baking while enjoying some bourbon on the rocks.

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).

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.