Meet Our Team

Greg graduated with honours from the Sauder School of Business Commerce program at the University of British Columbia (UBC). Including close to two decades of experience in wealth management, he holds both the Chartered Investment Manager (CIM) designation, allowing him to provide discretionary money management services to affluent families and institutional clients, and the Financial Management Advisor (FMA) designation. Greg is also a licensed insurance advisor, distinguishing his level of knowledge of wealth management strategies well beyond the scope of basic financial planning.

Greg is also a Fellow of the CSI (FCSI), considered the highest honour in Canadian financial services, and a recipient of the Globe and Mail’s Report on Business, Canada’s Top Wealth Advisor 2022: Best in Province award.

He is responsible for the construction, monitoring and maintenance of clients’ portfolios. This also includes the analysis, due diligence, selection and monitoring of securities and third party managers, including equities and fixed income, private equity, investment funds and alternative strategy funds.

Extending beyond just investments, Greg understands the importance of holistic wealth management which encompasses planning for today and whatever the future may have in store. Greg works closely with client’s professional advisors and our in-house Tax & Estate Planning professionals to develop customized plans to address any estate, tax, philanthropy, insurance, business succession and intergeneration wealth planning clients may require. He is also educated in divorce-specific financial analysis and support, helping clients navigate the divorce process to confidently move forward with their lives.

He resides in North Vancouver with his wife, Rebecca, their daughters, Fiona and Sonya, and their black lab Aengus. He enjoys playing hockey, mountain biking, and golfing throughout the year; and also holds a Black Belt in Shaolin Kung Fu. Greg and his team are also dedicated to giving back, every year donating to various charities and to the local food banks in each city of their clients across Canada.

Lori began her career in the financial services industry in the Syndication Department.  She left the industry to raise her daughters, while living in Montreal and Maui.  She returned to Vancouver in 1996 and has held long term positions at CIBC Wood Gundy and Richardson Wealth.  Lori was one of the first employees at GMP Private Client (now Richardson Wealth) when they opened their offices in 2005 in Vancouver.  With over 25 years of Investment Industry experience in roles as Branch Administrator and Associate Advisor, she has a wealth of experience. 

Lori is committed to a high level of client service and accuracy.  Client relationships are of utmost importance to Lori.  She will make a sincere commitment to work alongside clients to understand their unique situations and goals.  Lori is fully licensed as an Associate.  

Lori is a long term resident of Steveston Village in Richmond.  She lives with her husband Bernie and their puppy, Reese.  When she isn't working, she spends time with her family and is an active cyclist and trail runner.

Graydon graduated with a Bachelor of Management & Organizational Studies in Finance & Consumer Behaviour from Western University. Before joining Richardson Wealth, he worked as a quantitative analysis assistant at a boutique investment firm in Toronto. He has since completed the required Canadian Securities Institute programs to be a licensed, Investment Representative. Graydon oversees much of the day-to-day administrative tasks from opening and updating accounts, cash transfers, to documentation required for many of the unique investments clients participate throughout the year. As an Investment Representative he also assists with client’s equity, fixed income and investment fund trading. In addition to a background in finance, Graydon has experience in the field operations of a number of early stage resource companies; ranging from ground floor roles (soil sampler, core cutter, drill helper) to higher-level roles in investor relations and capital markets. He also has experience as a distinguished, licensed fishing guide, managing and supervising fishing trips and operations. When not on the water, Graydon can be caught cheering on the Buffalo bills or playing golf.

Hailey graduated with a Bachelor of Business Administration degree and Marketing concentration at Wilfrid Laurier University in Waterloo, ON. While in high school and university, Hailey worked in the finance industry working with an advisory firm near Toronto. She is skilled at account documentation, maintaining positive relationships with clients, and supporting her advisory team.

While attending university, Hailey played for the varsity women’s soccer team. She hopes to continue playing soccer for a team in Vancouver. Growing up in London, ON, Hailey has moved to Vancouver for the mountains and outdoors. During her free time, she enjoys being active, going to the gym and skiing in the winter.