Meet our team

Paul M. McKenna BBA, CFP
Wealth Advisor, Investment Advisor
Tel: 416.969.3177
LinkedIn

After completing a Bachelor of Business Administration at St. Francis Xavier University in 1993, Paul began his financial career with MD Management advising medical professionals. In 1998, he ventured to the institutional side of the business, wholesaling for Mackenzie Financial, SciVest Alternative Strategies Inc., and finally AGF Management. In 2009, Paul returned to the advisory field with The Horwood Team at Richardson Wealth (formerly Richardson GMP), where he was fortunate to spend the past several years working closely with John Horwood, one of the biggest names in wealth management who is known for unique investments and alternative strategies.

Paul holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations and focuses on providing high net worth families, entrepreneurs and Bay Street executives with robust, long-term portfolios and financial planning services, including tax and estate and succession strategies to effectively transfer estates and businesses.

Paul combines his academic roots with his professional life by heading up X Connects @ King & Bay, a networking group that links about 150 St. Francis Xavier University grads in downtown Toronto. For several years, Paul has coached kids’ soccer for the Lawrence Park Athletic Association (LPAA). On weekends, he works out, participates in charity runs, golfs in the summer and skis in the winter with his wife, Kate, and their three kids.

Vivien Mumba
Associate
Tel: 416.969.4745

Vivien, originally from Zambia, brings a wealth of knowledge to Team McKenna. She began her career as an internal auditor for Citibank, where she quickly demonstrated her analytical acumen and attention to detail. Her dedication and skill enabled her to rise through the ranks to the position of Branch Manager, showcasing her leadership abilities and comprehensive understanding of banking operations.

Seeking new opportunities, Vivien decided to emigrate to Canada, where she pursued higher education. She graduated from the University of Winnipeg and joined RGMP immediately after graduation, where she worked in the Winnipeg office for five years before transferring to Toronto.

Her journey from Zambia to Canada, combined with her rise through the ranks at Citibank and her subsequent success at RGMP, underscores her adaptability, resilience, and dedication to excellence in the financial sector, making her a perfect fit for the team.

Extended Team

Jason Middleton CFP®

Estate and Insurance Advisor

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Jason has a well-rounded knowledge of the Insurance industry having worked at all levels of the business. He has worked at the manufacturer level, at the distributor level and, most importantly, as an Independent Insurance Broker and business owner.

Jason’s financial and accounting backgrounds allow him to take a comprehensive approach to advanced Estate and Insurance planning for clients. His ‘educate first’ approach resonates well with clients, who feel that his solution-based recommendations are tailored to their individual needs.

Jason earned a Bachelor of Business Administration with Honors in Accounting and Corporate Finance in 1999 from the University of New Brunswick. He began working on his CA (Chartered Accountant) with Deloitte and Touche in 2001 after taking a sabbatical to train and try out for the Canadian Olympic Swim Team. Upon returning to the work force Jason completed the CSC (Canadian Securities Course) and earned his CFP (Certified Financial Planner) designation in 2003.

*Insurance services offered through Richardson Wealth Insurance Services Limited.
Brett Burke CFP®, CIM, TEP

Senior Financial Planner

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Based in the Toronto office, Brett works with Investment Advisors to counsel high net worth families, executives and entrepreneurs on Wealth Planning solutions; helping to articulate their wealth aspirations at any stage. He provides support to his Richardson Wealth colleagues as part of our integrated wealth planning team.

Drawing on extensive financial services expertise and a passion for planning, Brett helps clients express and understand their unique objectives for the wealth they have accumulated. Employing a consistent, conservative value-add approach, Brett takes the time to truly understand what goals our clients want to achieve and creates an innovative and tailored solution for every client and their family.

Brett has 20 years’ experience as Financial Planner and has worked at several major investment management firms. Prior to joining the financial services industry, Brett was in the Canadian military, retiring in 2000, after a rewarding and successful career of 20 years serving in Canada and abroad.

Brett is a Certified Financial Planner (CFP®) and is a member of the Society of Tax and Estate Practitioners (STEP). He also holds the designation of Chartered Investment Manager (CIM) and has completed the Canadian Securities Course CSC), the Conduct and Practices Handbook (CPH) and the Life License Qualification Program (LLQP).