Meet our team

For more than 20 years, our team has been building long term relationships to help families and entrepreneurs achieve success – in other words – helping them live life on their terms.

Brian McKenzie MBA, CIM®, AIF
Portfolio Manager, Investment Advisor
Tel: 403.776.6224

Brian is a dependable and very knowledgeable financial advisor who takes a focused, hands-on approach with each of his clients. He is an accredited investment fiduciary and portfolio manager who brings 20 years experience in providing financial strategies for successful families. Richardson Wealth provides a wide range of independent thinking and tools that allow Brian to execute on a variety of investment strategies as well as provide clients with a full suite of family wealth management services.

Michael Brook CIM®
Portfolio Manager, Investment Advisor
Tel: 403.260.8447

A native Calgarian and a graduate of The University of Western Ontario, Michael entered the investment industry in 2002 at an independent boutique investment firm.  He joined Richardson Wealth in 2011 and earned his Chartered Investment Manager (CIM) designation in 2013 qualifying him as a Portfolio Manager entitling him to offer premium fully managed discretionary account services to his clients.

Away from the office, Michael enjoys spending his time with his wife Samantha and his two young daughters Hailey and Addison. Michael likes to keep active by participating in various sports including squash, tennis, golf and skiing and is a past volunteer instructor for the Canadian Association for Disabled Skiing.