David joined Richardson Wealth in February 2009, prior to joining Richardson Wealth, he was a partner and major shareholder of a private investment firm in Western Canada. David specializes in family wealth plan design, portfolio construction, tax minimization strategies, and retirement, succession and estate planning. With 20+ years of experience in the financial services industry, he is recognized for his client-centric approach, providing them with the education they need to actively participate in the investment decision making process. David is a graduate of the University of Alberta, a Fellow of the Canadian Securities Institute (FCSI®) and a Chartered Investment Manager (CIM®).
Working closely with David, Andy is also a Portfolio Manager who is involved in all aspects of portfolio construction and our wealth planning process. Andy’s career began in 2001 after graduating from the Northern Alberta Institute of Technology in Finance. Andy holds the Certified Financial Planner (CFP® ), Canadian Investment Manager (CIM) and Chartered Financial Analyst (CFA® ) designations.
Shannon has been in the investment industry for over 20 years and is a graduate of the Northern Alberta Institute of Technology where she received her Finance Diploma with honours. Since then she has completed many courses including recently, Wealth Management Essentials and Financial Planning Supplement. She is currently working on obtaining her Certified Financial Planner (CFP) designation. Shannon is responsible for managing many aspects of the client experience.
Adam joined the team in December 2019 and is a recent graduate from the University of Alberta, Bachelor of Commerce program. He fills several administrative and support roles for the team. Adam is licensed to execute orders as an Investment Representative.
Abdullahi joined the team in October 2020 as an Assistant. He joined the team after 2 years at Richardson Wealth’s corporate office in Toronto, and is a Graduate of Ryerson University with a Bachelor of Commerce degree. He helps fill several administrative duties, and provides overall support for the team. Abdullahi is currently enrolled in the Canadian Securities Course and is working towards becoming an Investment Representative.
Heather joined our team in February 2021 as an Assistant. Heather has a background in customer service, administration and quality control. She has a passion for exceeding expectations and ensuring the team stays organized. Heather is responsible for gathering, updating, and maintaining documentation, preparing for client meetings, and providing administrative support to the team.