Our team

With more than 14 years of investment industry experience, I’ve worked closely with many financial and investment advisors and learned two important things: Hard work with commitment is paramount to success, and there are no shortcuts in life or investing.

That’s why my goal is to put in that hard work for each one of my clients – freeing up your time so you can focus on what matters most to you.

Too many professionals implement outdated strategies that don’t consider the world we live in today. I take a forward-thinking approach to investing, focusing on what makes sense for your finances now – and in the future.

When I hear my clients say that they feel organized, confident and educated about their financial plan, that’s when I know we are on track.

In Nathan’s free time he can be found enjoying Vancouver Island's beautiful beaches or urban exploring with his wife Nancy and their dog Uber. He also thoroughly enjoys a project, whether it's gardening or working on the family home.

Tel: 250.655.6946

Louise.Cooke@RichardsonWealth.com

Louise joined the investment industry in 1997 to cover a one-year maternity leave and never looked back, finding a passion for the industry by assisting both advisors and clients. She was both a branch administrator as well as an assistant to the investment advisors.

Louise’s focus within the team is to ensure a high level of client service through the required account documentation and responding to client requests in a timely manner.

Louise lives in Sidney, B.C. with her husband Robert, son Robbie and dog d’Artagnan, named after the Captain of the Three Musketeers. Her husband is training the dog for search and rescue and has spent many years as a volunteer Sidney fireman. Louise also does volunteer work in the community. As a family, they enjoy the outdoors primarily camping, skiing, and boating. Louise’s other hobbies include decorating cakes, making fancy chocolates, sewing, and knitting.

Alysha takes a holistic approach to wealth management, leading the wealth planning process in its entirety — from goals-based discovery to developing detailed financial and estate plans, through to strategy implementation.

With over 10 years experience in the investment industry, Alysha provides clients with comprehensive wealth services including expert insight on tax, intergenerational wealth transfer, philanthropy, business succession and continuity planning and estate planning. She holds specialized designations in financial planning, family enterprise advisory, estate planning, and risk management.

Alysha is actively involved in the industry — she is Chair of Programs Committee for the Society of Trust and Estate Practitioners (STEP) Vancouver Executive, a mentor to students through Junior Achievement of British Columbia, STEP and the BCIT Financial Planning Program, and serves as Director and Chair of Education for the Financial Planning Association of Canada (FPAC).

Eleena Swan is an estate and insurance advisor who works closely with investment advisors to deliver comprehensive insurance planning services to their clients.

She has over 20 years of experience in the insurance industry and has developed an extensive knowledge of life and health insurance as well as complex insurance strategies. Eleena employs a dedicated, compassionate, holistic planning-based approach to assist clients with preserving their wealth so they can enjoy what they have worked so hard to build. Her dedication and compassionate approach ensures that plans are custom tailored to each client’s unique set of circumstances and delivered with a high level of care.

Eleena holds her Certified Financial Planner, Chartered Life Underwriter and Elder Planning Counsellor designations and is a life member of the Million Dollar Round Table (MDRT). Her passion for the industry has led her to volunteer her time and help others. She currently volunteers with the Advocis Programs Committee, and is a past vice-president of the Board of Directors at the Houston Chamber of Commerce as well as an MDRT Foundation Canada Board Member, which is the philanthropic arm of MDRT. Eleena also maintains memberships with the Financial Advisors Association of Canada (Advocis) and the Financial Planning Standards Council (FPSC).

Extended Team