Meet Our Team

Greg Phillips FCSI®, CIM®, FMA
Director, Wealth Management, Portfolio Manager, Investment Advisor
Tel: 604.678.3649

Greg graduated with Honours from the Sauder School of Business Commerce program at the University of British Columbia (UBC). Including over 15 years 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, as well as the Financial Management Advisor (FMA) designation, distinguishing his level of knowledge of wealth management strategies well beyond the scope of basic financial planning. He is also a Fellow of the CSI (FCSI), considered the highest honour in Canadian financial services.

Greg 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.

Greg is also a Certified Divorce Financial Analyst (CDFA), helping clients navigate the divorce process and to confidently move forward with their lives.

He resides in North Vancouver with his wife, Rebecca, and their daughters, Fiona and Sonya. Greg enjoys playing hockey, mountain biking, and golfing throughout the year; and also holds a Black Belt in Shaolin Kung Fu.

Lori Wright
Associate
Tel: 604.678.8558

Lori began her career in 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 had long term positions at CIBC Wood Gundy, and Richardson Wealth. Lori was one of the first employees at GMP Private Client when they opened their offices in 2005 in Vancouver. With over 25 years Investment Industry experience in roles as Branch Administrator and Associate Advisor, she has a wealth of experience. She is a mentor to many in the Investment community in Canada.

Lori is thrilled to return to Richardson Wealth and work with Greg Phillips and his clients. She 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 licensed as an Associate.

Lori lives in Steveston, with her husband Bernie.

When she isn’t working, she spends time with her family, and is an active cyclist and trail runner.

Chris Harrison

Financial Planner

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Located in the Vancouver office of Richardson Wealth, Chris rounds out the Tax & Estate Planning team’s coast-to-coast support of Richardson Wealth’s Investment Advisors and their clients. Drawing upon the collective knowledge and experience of the Tax & Estate Planning team, he works closely with Investment Advisors to deliver comprehensive wealth planning services covering tax, financial, estate, insurance and investment planning needs to their clients.

With his engineering and corporate planning experience coupled with over two decades in the financial services sector, Chris brings his passion to the table in delivering comprehensive wealth planning solutions. Relishing the challenges brought forth by ever-changing tax and regulatory environments, he creates comprehensive, understandable, and practical solutions for our clients’ diverse financial needs.

Chris is a Certified Financial Planner® practitioner and has completed the Canadian Securities Course (CSC), the Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (IFIC). Chris has also completed certification (with honours) in the area of personal tax review and preparation.

James Price , CFA

Director, Capital Markets and Investment Products

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Jamie is the Director of Capital Markets and Investment Products at Richardson Wealth. In this capacity, Jamie helps advisors and clients build portfolios and navigate a crowded universe of investment products. In addition, Jamie contributes the writing of our market commentaries, including the daily Launch Pad, to keep our advisors and clients well informed. Jamie graduated from Queen’s University with an Honours BA in Economics and Geography in 1997 and started in fixed income the same year working on the Bond Desk at First Marathon Securities, which was later acquired by National Bank Financial. Jamie joined First Associates in 2003, which evolved into Blackmont Capital and then Macquarie Private Wealth. He was appointed Vice President, Fixed Income, in 2005 and became a Chartered Financial Analyst charter holder in 2006. A year later, he was appointed Director of Fixed Income. Jamie’s experience in the bond world makes him well positioned to contribute to the macro strategy of the asset management team. Jamie Price, as a portfolio manager, is the lead manager of the Connected Wealth bond strategies.