Marc Istanboulie B.Sc., F.Pl, CIM®
Vice President, Investment Advisor
Marc Istanboulie

Marc Istanboulie joined Richardson Wealth in 2016 drawn to the firm’s approach to serving their clients with a wide array of investment choices.

Backed by 17 years of experience, Marc has started his career as a Financial Planner at Investors Group, specializing in wealth accumulation, wealth preservation, risk management (including insurance), and cash flow management for entrepreneurs and successful individuals. Throughout his career, Marc has earned a reputation for client retention by truly caring about people and building lasting trust and long-term relationships based on integrity and clarity.

In his personal time, Marc volunteers as an organizer for charitable sporting events. He enjoys motorcycle riding, tennis and skiing. Married with a son and a daughter, Marc has a passion for keeping close-knit family ties.

Muizz Saleh CFP®

Muizz is one of those rare people that combines emotional and analytical intelligence. He’s able to take complex ideas and turn them into planning decisions that make sense on a deeply personal level. It’s a skill set that has served him well in his financial services career and earned him the respect of colleagues and clients alike.

Born in Singapore and raised in Malaysia, Muizz moved to Canada to study Engineering at McGill University. Muizz spent a few years in the field, and while he was drawn to creative problem-solving, engineering didn’t afford the ability to see the effects of his actions in the same way working with people and wealth did. Financial planning made sense, and 12 years on, his interest in the industry continues to grow. Over the years he’s been able to draw from his experience as both an immigrant and an engineer, bringing a unique lived experience and perspective to every interaction.

In 2021, Muizz made the decision to leave his role at a large financial services firm and join his long-term mentor and colleague Marc Istanboulie at Richardson Wealth. Through this partnership with Marc, clients will have increased accessibility to personalized wealth management strategies. The vast array of expertise within the Firm will help clients address many of their tax, estate, insurance, philanthropic and business succession needs.

In addition to a Bachelor of Engineering with Honours, Muizz has his Registered Retirement Consultant designation (RRC) and Certified Financial Planner designation (CFP®). He was ranked third nationally for his CFP exam sitting, earning a coveted spot on the President’s List.

He devotes a lot of his time outside of the office to volunteering, offering his skillset surrounding finances and education to help support groups like the Aga Khan Council for Canada. Muizz also enjoys travelling throughout Canada and abroad with his wife and their five-year-old son.

Nathalie Lemay
Associate

Nathalie has been working in the securities industry for over 25 years and works closely with all members of the team to respond to client requests and monitor daily transactions on investment accounts.

True to her position, she remains available to answer your questions, even the most complex ones, and liaises with your professionals.

Nathalie has completed the Canadian Securities Institute’s Securities Trade Course and Standards of Conduct. She has been with Richardson Wealth since July 2018 and hasworked as an Assistant at other large firms.

Amélie Campeau-Lanctôt

Vice President, Tax & Estate Planning

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As a member of the Tax & Estate Planning team at Richardson Wealth since 2014, Amélie provides her expertise and works closely with Advisors and their clients to identify and develop tax and estate planning strategies that address clients’ overall wealth planning needs.

Amélie holds a Bachelor’s degree in Law from the University of Sherbrooke and a Master’s degree in Taxation from HEC Montréal. She is also a registered lawyer in the Tableau de l’Ordre du Barreau du Québec. Prior to joining Richardson Wealth in 2014, she worked in Canadian taxation in the private companies department in large accounting firms.

Over the past few years, Amélie has developed extensive experience in tax and estate planning for entrepreneurs and incorporated professionals. Amélie has also developed expertise in estate planning, including the transfer of family businesses, as well as the review of wills and mandates. Not only does she have the technical knowledge of death taxes and trusts, but her services are also highly appreciated for the human side of settling an estate.

Amélie regularly speaks to groups of entrepreneurs and professionals for presentations on estate planning. She has also written several articles on the subject. In particular, she is a member of Association de planification fiscale et financière (APFF) and has participated on several occasions in Première en affaires.