Jay has worked in the financial industry for over 20 years, starting with a major Canadian chartered bank, where he spent eight years as an executive officer focusing on investment strategies and wealth management services. Jay achieved the Portfolio Manager designation in 2006. Jay has extensive experience in working with and for individuals, families, pension plans and non-profit organizations.
Originally attracted to the investment industry by the opportunity it presented to use his analytical and people skills in an entrepreneurial role, Jay has particularly enjoyed working at Richardson Wealth for the independence and partnership benefits it offers. He most enjoys listening to client needs and educating clients on investment in their portfolio, and his primary goal is always a clients’ peace of mind.
Away from work, Jay most enjoys spending time with his wife, children and grandchildren. He is also an avid reader, traveler and golfer.