Matthew Phillips has been in the financial services industry since 1989 and holds many industry accreditations including Certified Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) and Portfolio Manager. He has completed many of the industry’s top courses including the Partners, Directors and Senior Officers Course (PDO) and the Personal Financial Planning course - CSI. Matthew is also licensed to provide insurance solutions and to trade options.
Since 1987, Douglas has built a solid foundation of experience, through a progression of senior roles with a Canadian Chartered Bank, a bank owned wealth management firm, and a boutique Investment Counsellor. In 2005 Douglas (and Philip) partnered with Richardson Wealth to combine their best practices and past experiences to provide the best opportunities to their clients. To this day, that foundation thrives.
Douglas has earned the designations of Portfolio Manager and Certified Investment Manager. He is also a Fellow of the Canadian Securities Institute.
A graduate of the University of Western Ontario, Doug is actively involved with a number of charities and non-profit organizations focusing on Canada’s youth. Douglas lives in Toronto with his wife and 3 sons.
Hennadiy is a detail driven investment associate with a strong work ethic and talent for creative solutions. Hennadiy's experience includes strength in market exposure and portfolio risk analysis. His skills will focus on ensuring your portfolios are positioned appropriately and his knowledge will be very helpful as we continue to build and preserve your wealth with us.
Renee's experience in the Financial Industry spans over 27 years. Renee has successfully completed the Canadian Securities Course and the Conduct and Practices Handbook Course offered through the Canadian Securities Institute. Renee takes pride in leveraging her experience to provide exceptional client service by ensuring that inquiries and administrative issues are dealt with promptly and efficiently.
David has over three decades of experience taking care of stakeholders needs and helping connect people to meet their needs, including over 9 years as a Senior Mortgage Advisor (AMP) and 7 years at the University of Guelph. David is a specialist at putting people at ease, making connections, and helping ensure that clients have the best possible experience. His role and skills allow the team to continue to take great care of current clients while ensuring our business model continues to achieve its goals. A graduate of Ryerson University, David should be your first contact point for new relationships with our team.
Krista has worked as an integral part of Matthew`s team since 2009 and provides exceptional service to clients. She handles incoming inquiries as well as scheduling meetings and organizing special events. Krista has years of experience in the banking and financial industry and attributes her knowledge and experience to making the day-to-day business run smoothly and efficiently.
Jason Middleton CFP®
Estate and Insurance Advisor
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.
Conor Pang
Estate & Insurance Advisor
Dedicated to helping clients navigate the complexities of financial planning, Conor reviews financial plans to offer guidance on risk management and asset transfer strategies. With a focus on tax efficiency and wealth protection, Conor partners with investment advisors to ensure their clients receive sound advice that stands the test of time.
What inspires Conor is the opportunity to help people simplify complex situations into clear, actionable steps that align with their goals. He enjoys learning what drives individuals, understanding their concerns, and helping them build a path to financial peace of mind. His favorite part of the job is the face-to-face interactions—the human connection that can feel rare these days.
Conor joined Richardson Wealth a year ago, bringing with him a wealth of experience from his previous role at BMO Private Wealth. Before that, he spent seven years as an Insurance Wholesaler at Manulife. A graduate of the University of Western Ontario, Conor holds a degree in Finance and Administration from the DAN Management program.
Outside of work, Conor cherishes time spent with his wife Alex, their beagle Gordie Howl, and family. He loves hosting barbecues and enjoys playing hockey and golf with friends.