Our Team - Antaya Wealth Counsel

Mark.Antaya@RichardsonWealth.com LinkedIn

Ryan Raven has been in the finance industry since 2017, first earning a Bachelor of Commerce, specialization in Finance, from the University of Ottawa, before beginning his career with a major Canadian financial services institution. Ryan holds the Chartered Investment Manager (CIM®) designation and is also working towards the Certified Financial Planner (CFP®) designation.

Ryan understands the value of advice and takes pride in providing clients with excellent and timely support when it comes to their financial needs and goals. His role on the team includes preparing client commentaries, including reviewing packages and investment proposals, assisting in research and investment decisions, executing equity and fixed income transactions, and providing prompt and professional client service. Ryan is quick to address clients’ questions and concerns, and prides himself on acting with integrity, competence, diligence and respect in every client interaction.

During his leisure time Ryan enjoys spending time with family and friends. He is a sports fanatic, an avid golfer and snowboarder, and enjoys finding the best coffee spots in town.

Tel: 613.788.8011

Ryan.Raven@RichardsonWealth.com

Ryan Raven has been in the finance industry since 2017, first earning a Bachelor of Commerce, specialization in Finance, from the University of Ottawa, before beginning his career with a major Canadian financial services institution. Ryan holds the Chartered Investment Manager (CIM®) designation and is also working towards the Certified Financial Planner (CFP®) designation.

Ryan understands the value of advice and takes pride in providing clients with excellent and timely support when it comes to their financial needs and goals. His role on the team includes preparing client commentaries, including reviewing packages and investment proposals, assisting in research and investment decisions, executing equity and fixed income transactions, and providing prompt and professional client service. Ryan is quick to address clients’ questions and concerns, and prides himself on acting with integrity, competence, diligence and respect in every client interaction.

During his leisure time Ryan enjoys spending time with family and friends. He is a sports fanatic, an avid golfer and snowboarder, and enjoys finding the best coffee spots in town.

Riina brings her strong communication skills, attention to detail and hunger for learning to supporting the clients of Antaya Wealth Counsel. She leads the team’s marketing initiatives and assists with all administrative tasks. Riina also supports clients and the team with specific account inquiries and trading.

Riina earned an Honours Bachelor of Arts degree with Distinction from University of Toronto with a double major in Political Science and Cinema Studies and a minor in History. She is currently licensed as an Investment Representative with CIRO.

Outside of work, Riina enjoys painting and competitive sports.

Fadi joined Richardson Wealth in the Montreal and Pointe Claire office in January 2019.

Backed by his extensive experience in wealth management, Fadi specializes in helping high net worth individuals achieve their often complex financial objectives. In collaboration with the Montreal Tax & Estate Planning team, Fadi has built a friendly rapport with investment advisors, partnering to deliver tailored retirement and life insurance strategies, along with comprehensive financial planning solutions for clients and their families.

Fadi holds an M.B.A. from Buckinghamshire New University in the U.K., the Financial Planning designation from IQPF, and is a licensed Financial Security Advisor.

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.

Located in our Montreal office, Marie-Luisa works with Investment Advisor teams and our in-house Tax & Estate Planning team of professionals to serve the needs of clients in Quebec and across Canada.

With nearly 16 years of experience in the financial services industry, Marie-Luisa provides an analytical and focused approach to financial planning that allows her to create comprehensive wealth plans for clients.

She holds a Bachelor of Business Administration degree from HEC Montréal, and a Certificate in financial planning from Université du Québec à Montréal (UQAM). She later pursued a degree in Financial Planning and obtained her certification from the Institut québécois de planification financière (IQPF). Her next endeavor is the Trust & Estate Practitioner (TEP) designation provided by the Society of Trust and Estate Practitioners (STEP) to further add value to her relationships with Advisors and their clients.

Extended Team