Adam Rafelman CIM®
Associate Portfolio Manager, Associate Investment Advisor
Tel: 416.512.3687

Adam graduated from the co-operative commerce program at Dalhousie university where he gained invaluable experience working through the 2008 financial crisis. Over the last decade he has worked at several asset management firms large and small in a wholesale capacity, partnering with financial advisors and portfolio managers to help them find the right investment solutions for their clients. He recently completed his Certified Investment Manager (CIM) designation and is looking forward to beginning work on his Certified Financial Planning designation shortly.

In his personal time Adam likes to stay active with sports and fitness and loves to travel when time allows.

Andy Rafelman MBA, FMA, CIM, FCSI

Portfolio Manager, Investment Advisor

Tel: 416.512.3662
Andy.Rafelman@RichardsonWealth.com

Learn more

  

Bernadette Bravo  

Assistant

Tel: 416.512.3692
Bernadette.Bravo@RichardsonWealth.com

Learn more

  

Mark Begg CFA®, ICD.D

Portfolio Manager, Investment Advisor

Tel: 416.969.3041
Mark.Begg@RichardsonWealth.com

Learn more

  

Jamie Price CFA®

Portfolio Manager, Investment Advisor

Tel: 416.969.3038
James.Price@RichardsonWealth.com

Learn more