With over 25 years of experience in the financial sector, Marc has always been able to offer his clients innovative solutions that are in line with their objectives. Graduate from McGill University in Sciences (Maths), he holds some of the most respected professional titles of the industry, such as Fellow of the Canadian Securities Institute (FCSI), Financial Planner (Pl. Fin.), Portfolio Manager, Responsable investment specialist (RIS), as well as Certified Administrator (Adm. A.). Thanks to his expertise, Marc can make sure to bring to his clients tailored strategies made to reach and surpass their life projects.
Manuela has over five years of experience in portfolio and market analysis. A graduate from HEC Montreal in business administration and specialized in market finance, she recently completed the three levels of the CFA exam and obtained the prestigious Chartered Financial Analyst designation. Manuela adds value to the team and to our clients through her careful analysis of market trends, the monitoring of daily performance, as well as managing financial transactions.
Vice President, Tax & Estate Planning
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.