Kyle Richie


Kyle Richie

Wealth Advisor, Investment Advisor

Tel: 416.607.5058  •

Kyle Richie’s stellar reputation is on record.  Wealth Professional magazine named Kyle as one of the most influential people in finance in Canada. While at predecessor his firm, the firm also gave Kyle a lifetime achievement award for Financial Planning and Wealth Management. In December 2019, after extensive due diligence, Kyle and his team transitioned to Richardson Wealth where he continues to rank as one of the top advisors.

Kyle has an exceptional ability to explain the most complex financial strategies. This is critical because his clients include physicians, dentists, business owners, and ultra-high-net-worth families – a sophisticated group with extremely complex situations. He demonstrates a depth of knowledge, and an aptitude to problem solve and articulate with simplicity, and clarity. That has helped him become a trusted and highly valued resource to his clients, and to other financial services professionals.

It's no coincidence that Kyle has such a strong connection to a unique market with complicated financial needs. His affinity to comprehend and advise on these matters is in his DNA. His father is an orthopedic surgeon, his uncle is a dentist, and his wife, mother, mother-in-law and sister are all nurses. With this lineage, he has cultivated an understanding of what it takes to create and protect wealth for professionals in the health care sector, as well as entrepreneurs and others with substantial affluence.

Kyle is also committed to mentoring and educating, and is regularly invited to speak at investment conferences nationally and globally. As a keynote speaker, his message is designed to inspire, motivate and inform audiences in the investment, insurance and medical industries.

When not logging hours at work, Kyle works up a sweat skiing and playing hockey. He also loves to unwind with his family at the cottage and playing golf. He and his wife Melanie are committed to giving back. They donate time and resources to charities that are near and dear to their hearts including the local food bank, United Way, World Vision, Amnesty International and Sick Kids Hospital.

Getting to know Kyle:

Hidden ambition: Get noticed at the local hockey rink during a game of shinny and get drafted to the Toronto Maple Leafs.

If you could meet anyone, past or present, it would be: Warren Buffett and Jerry Garcia.

Favourite book: Atlas Shrugged.

Favourite quote: "We are what we repeatedly do. Excellence, then, is not an art, but a habit"- Aristotle.

Favourite food: Medium rare steak, baked potato, caesar salad and a fine red wine.

Best piece of advice for financial security: It’s not how much money you make, but how much you keep, how hard it works for you and how many generations you keep it for.

Favourite pastime: Traveling with family, watching live music and spending time at the cottage.

 Andrew Feindel


Andrew Feindel  


Portfolio Manager, Wealth Advisor, Investment Advisor

Tel: 416.607.5077  •

Andrew Feindel built his career around understanding both the nuances of wealth and, perhaps more importantly in his chosen profession, the nuances of people when it comes to wealth.

A survivor and graduate of Upper Canada College’s class of 2000, Andrew went on to graduate from the Richard Ivey School of Business and the Stockholm School of Economics with an honours degree in business administration. Fifteen years ago he joined Kyle’s physician and dentist-focused practice and brought his deep understanding of the medical field with him — his father is a cardiac surgeon in Toronto, his grandfather was a neurosurgeon inducted into the Canadian Medical Hall of Fame, and his wife is a nurse.

Andrew has regularly appeared in the media, including the Financial Post, Globe and Mail, Reader’s Digest, and CBC. He was also recognized by Wealth Professional magazine in 2017 and 2019 as one of a small group of up-and-coming young advisors poised to lead Canada’s wealth management industry into the future.

Andrew is a co-author of Kickstart: How Successful Canadians Got Started (published 2008, Dundurn) where he interviewed over 70 prominent Canadians including former prime ministers (Brian Mulroney), Native Leaders (Matthew Coon Come), physicians (Dr. James Orbinski), business owners (Jim Pattison), cartoonists (Lynn Johnston), astronauts (Dr. Roberta Bondar) and ballet dancers (Karen Kain).

Andrew released his latest book Kickstart Your Corporation: The Incorporated Professional’s Financial Planning Coach (published 2020, Wiley) which was #1 on Amazon’s Wealth Management, Corporate Finance and Corporate Finance in Accounting Best Sellers List. In it, you will learn how and why to incorporate your practice, how to optimize your dividend and salary mix, how to invest money within your corporation, how to evaluate the role of insurance in your plans, the difference between active and passive management, and alternative income strategies.

He also holds many professional certifications, including the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Strategic Wealth Professional (CSWP), Chartered Investment Manager (CIM), Financial Management Advisor (FMA), Certified Sales Associate (CSA), and is a Fellow of the Canadian Securities Institute (FCSI).

Outside of work he enjoys traveling and spending time with his wife Tina and three kids, Jake, Sophie and Matthew. Some of their favourite destinations include Switzerland and Nova Scotia.

Getting to know Andrew:

Favourite sports team: Toronto Raptors.

Favourite musical moment: Live Forever by Oasis.

Favourite painter: Alexander Colville.

Favourite book: The Death of Ivan Ilyich, by Leo Tolstoy.

Hidden talent: In 1993, I was a fourth-ranked provincial chess champion in my age group.

Motivation in life: Leaving the world a better place than I found it.

Biggest life accomplishment: Being a good husband and father.

Yola Guo


Yola Guo


Tel: 416.607.5233  •

Yola Guo spearheads the timely execution and administration within the practice and providing clients and their accountants with comprehensive and precise administrative services.

She has an extensive background in the sphere having spent seven years as an executive assistant with the Investment Planning Council of Canada. She joined Kyle in 2010. It’s that foundational knowledge and passion for the client experience that makes Yola a key asset to the team. She’s known for her ability to constantly exceed clients’ expectations. 

Yola’s daughter Roslyn is currently studying at the University of Toronto pursuing a degree in mathematics and physics. Roslyn also helps out in the office and her knowledge and dedication is always appreciated.

Getting to know Yola:

Next bucket travel location: Rome.

Favourite movie: Roman Holiday.

Favourite show: The Amazing Race.

Favourite painter: Vincent Van G

Lisa Johnson


Lisa Johnson


Tel: 416.607.5163  •

A continual touchpoint for clients both new and old, Lisa Johnson coordinates client meetings and dinners and ensures inquiries are addressed promptly. Her effort regularly exceeds client financial planning and administrative expectations.

Johnson joined Kyle in 2014, bringing with her over 20 years of experience in the financial services industry on both the boutique investment firm and major Canadian chartered bank side of things.

Lisa has a Bachelor of Commerce McMaster University. She’s also completed both the Canadian Securities Course (CSC) and the Life License Qualification Program (LLQP).

Lisa and her husband live in Burlington with their three boys.

Getting to know Lisa:

Favourite drink: Frozen piña colada on a nice warm beach.

Favourite quote: “Believe in yourself and you will be unstoppable”

Favourite food: Homemade banana cream pie.

Travel bucket list: Australia.

Biggest life accomplishment: Raising three wonderful boys.

Alex Loh


Alex Loh


Tel: 416.607.5214  •

As the team’s nerve centre, Alex Loh keeps the office running smoothly. Tasked with everything from scheduling client and prospect meetings and addressing client account inquiries to leading client appreciation initiatives, Alex is a critical part of the client experience.

She joined Kyle in 2016 after graduating from the University of Guelph. In addition to an honours degree in biological science, Alex also successfully completed the Canadian Securities Course (CSC).

She has an intimate understanding of the healthcare industry given she has family in the profession.

Getting to know Alex:

Favourite team: Manchester United.

Favourite book: Anything by James Herriot.

Favourite painter: Claude Monet.

Favourite movie(s): Lord of the Rings, Fast Five.

Favourite TV show(s): Merlin, Sherlock.

Jennifer Olvet


Jennifer Olvet


Tel: 416.607.5225  •

Jennifer Olvet funnels nearly a decade of experience in the private wealth services industry into unparalleled client communication and service. Responsible for administration of everything from insurance planning services and managing client inquiries to setting up client online account services and preparing files for meetings, Jennifer is foundational in the day-to-day operations of the firm.

Jennifer has a degree in geography from the University of Waterloo and has also completed the Canadian Securities Course (CSC) and the Life License Qualification Program (LLPQ).

Jennifer enjoys spending time with her husband and three daughters.

Getting to know Jennifer:

Favourite sport: College football

Favourite food: Indian

Favourite quote: “Don’t sweat the small stuff”

Favourite drink: A really nice cabernet sauvignon

Travel bucket list: Japan

Our extended team

Craig D. Basinger CFA

Chief Market Strategist, Purpose Investments


Craig Basinger is the Chief Market Strategist at Purpose Investments. With over 25 years of investment experience, Craig combines an educational foundation in economics & psychology with years of experience in both fundamental and quantitative research. A long term student of the markets, Craig’s thoughts and insights can be seen in Market Ethos publications and is a regular contributor on BNN. 

Craig and his team bring a transparent and cost efficient approach to investment management. The team provides asset allocation OCIO services and directly manages over $1 billion in assets. The team manages dividend mandates, quantitative risk reduction strategies and asset allocation services.

Sean Hsu CPA (U.S.), MTax, TEP

Vice President, Tax


Sean collaborates with advisory teams and their clients to develop wealth planning strategies and to deliver integrated solutions addressing their unique needs.

Sean is an accountant with experience in Canadian and U.S. tax planning for high-net-worth individuals, with a focus on integrated cross-border wealth, estate, and trust matters. Before joining Richardson Wealth, Sean was at a multi-national accounting firm practicing in the private client group.

Sean participates in the development of thought leadership content delivered by our Tax & Estate Planning team. He has appeared in The Globe and Mail and has authored and contributed to several articles for BorderCrossings, a Thomson Reuters publication with insightful commentary on crossborder issues faced by Canadians and U.S. citizens. He is also a facilitator in the Chartered Professional Accountants of Canada’s In-Depth Tax Program.

Sean is a U.S. Certified Public Accountant, a member of the Society of Trust and Estate Practitioners, and holds a Master of Taxation from the University of Waterloo.

Ryan Knipfel CPA, CA, CFP®

Senior Financial Planner


Located in our Toronto office, Ryan works with Investment Advisors providing planning, analysis and solutions to their high net worth clients. Ryan’s technical expertise and broad experience creating wealth plans for high net worth clients enables him to prepare and present clear and concise analysis of a client’s financial situation. This includes addressing any of their concerns, and suggesting ways they may improve their overall financial health.

Ryan has over 10 years of experience as a senior financial planner with specialized skills in the areas of financial and retirement planning, tax minimization, estate planning and accounting. Prior to specializing in financial planning, he spent 14 years at two large accounting firms as a Chartered Professional Accountant (CPA). He gained extensive experience in providing professional services to individuals and their owner-managed entities including advising on the Canadian income tax consequences of corporate mergers and reorganizations.

Ryan is a Certified Financial Planner (CFP®). He completed his Honours Bachelor of Business Administration at Wilfrid Laurier University in Waterloo, Ontario. Ryan has completed as well as tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.

Pascal Alonzo CFP®, FMA, FCSI®

Senior Financial Planner


Located in our Toronto Office, Pascal works closely with advisors and their affluent clients by helping them define and implement their financial and retirement goals. He also uses his technical skills to support advisors in navigating our new state of the art financial planning tool My NextGen Plan®.

Pascal has over 22 years of experience in the financial services industry and has worked for several major banks and insurance firms. Most recently he managed a team of financial planning professionals that created financial plans for the front line advisors, and responded to financial planning questions from the field.

Pascal has a Bachelor of Arts in Mathematics from York University; he holds the Certified Financial Planner® (CFP®) designation from the Financial Planning Standard Council as well as Financial Management Advisor designation from the Canadian Securities Institute and he is a Fellow of the Canadian Securities Institute.