Richardson Wealth | Marc Istanboulie

As an advisor, Marc’s expertise lies in connecting with and truly understanding every client and their needs. He’s spent the past two decades building a reputation as a trusted advisor for wealthy families and healthcare professionals as they move through their careers. It shows in the long-term relationships he’s developed over his own career.

Marc started as a financial planner with the Investors Group in 2001. After receiving a degree in financial planning from Université Laval in 2005, Marc fine-tuned his practice to focus on healthcare professionals, a group that had recently been given the ability to incorporate, guiding them with advice on wealth accumulation, wealth preservation, risk management (including insurance), and cash flow management. Drawn to Richardson Wealth’s approach to serving their clients with a wide array of investment choices, Marc brought his practice to the firm in 2016, expanding on his offering and leveraging the firm’s in-house resources.

In addition to degrees from Université de Montréal and Université Laval, Certificate in Advanced Investment Advice, the Chartered Investment Manager (CIM) designation, Financial Planner (F. Pl) and Bachelor of Science (B. SC.)

Marc is an outdoor enthusiast. In his spare time, he enjoys downhill skiing and hiking. He also enjoys fine dining where in Montreal, the choices are endless.

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. 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.

Jaycee-Kim Arnold graduated with a degree in Naturopathy from Institut d’Enseignement en Science Naturopathique (IESN) in 2011.

In 2015, Jaycee joined Richardson Wealth where she held various administrative positions. Prior to her time at Richardson, Jaycee obtained additional experience in the field of administration having worked at a law firm.

Jaycee made the decision to take the next step in her career progression when joined the Marc Istanboulie Wealth Management team in September 2021. In her new role she has been tasked with the duties of client service and administrative support.

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.