The team around you

For more than 25 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 CIM®, MBA
Portfolio Manager, Investment Advisor
Tel: 403.776.6224

The word “solid” resonates strongly with Brian.  As the primary client relationship manager and team strategist it is important that clients feel certain that they can rely on him and his team. This extends to well thought out and well researched investment recommendations, regular and accessible client contact through review meetings and ongoing portfolio management, and access to comprehensive wealth planning services.  

The most important factor to client success has been the ongoing open communication regarding investment disposition, wealth planning and lifestyle needs.  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.

Krystina Meunier
Tel: 403.440.1263

Krystina brings to us over 10 years industry experience at another bank owned investment firm. Krystina has been very busy this year. Krystina is working toward a licensed assistant role with our team.  She will be able to execute unsolicited trades and provide market intelligence in the spring of 2023.  

Apart from daily client support, Krystina is also the team member who best understands the My Richardson Wealth accounts online service. She can help you customize this site and is also our go to person if there are any log on issues. In 2023 she will also take on increasing responsibility in gathering data and input for our wealth planning reports. We are very lucky to be able to offer this free planning service to each of you and I believe this is an important document as part of our overall client service offering.