Our Team - Antaya Wealth Counsel

Mark.Antaya@RichardsonWealth.com LinkedIn

As the overall financial strategist, Mark guides clients through financial planning, investment and insurance advice. His strength lies in simplifying the complex into impactful decisions to help clients achieve financial independence.

Mark worked as an engineer and senior manager at JDS Uniphase until the tech bubble burst in the early 2000s. Watching many fellow high-tech professionals struggle to navigate financial security, he saw an opportunity to help and began a career in wealth management. He spent the next 20 years building a client base of tech professionals and like-minded entrepreneurs, supporting them and their families. In 2023, he brought his practice to Richardson Wealth to expand his offering.

Mark has a Bachelor of Science in Physics from the University of Windsor and a Masters of Engineering Physics from McMaster University. He’s a member of the Kiwanis Club of Bytown.

He is married and has three adult kids. Mark enjoys running, playing hockey, mountain biking with friends, (reminiscing about past) whitewater kayaking adventures, and although he’s not a great golfer, he enjoys spending time on the greens. He holds his private pilot’s license and wishes he still had a sailboat.

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 being the clients’ first point of contact, executing trades 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.

Fadi has been with Richardson Wealth – Montreal & Pointe Claire – since January 2019 in the Insurance department. He successfully managed to build a friendly and professional rapport with the IA’s by providing their clients with clear and valuable life insurance strategies and recommendations. He works closely and jointly with the Montreal Tax & Estate Planning team and will continue to provide insurance services in addition to developing financial plans.

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

Throughout his long time career, Fadi acquired a wide and robust experience in wealth management services. He has provided high net worth individuals and families with personalized solutions to meet their complex financial goals. Richardson Wealth

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