Rob Campbell CA, CIM, CPA
Portfolio Manager, Investment Advisor
Tel: 780.409.7750

Key role: Business Development, Communications, Portfolio Oversight

Rob earned his Bachelor of Commerce with Distinction from the University of Alberta in 1993 and received the Peter Lougheed Leadership Scholarship for academic performance and athletic involvement along with the J.R. Longstaffe Leadership Award for academics and community involvement from the U of A. Rob articled at Ernst and Young and became a Chartered Accountant before working in senior roles at two private enterprises in the late 1990s. In 1999, Rob teamed up with Neil Bosch and Pat Cooper to follow his fascination for investing into the financial services industry at CIBC Wood Gundy.

Rob enjoys promoting entrepreneurship in the developing world as Treasurer of Building Markets, a non-profit organization that helps to connect western funding with local entrepreneurs to rebuild communities following disasters or conflicts in emerging economies. He is co-founder of the award-winning fundraiser The Richardson Wealth Evening of Wine and Words in support of the Centre for Family Literacy, and organization for which Rob served as a former Board member. Rob is also a former member of the organizing committee of the Craig Simpson Never Say Never Golf Classic for spinal cord research.

Rob is a lover of live music, an avid reader, and has a passion for travel.  Rob is a fan and participant of most sports — including the type of Oiler fan that bleeds copper and blue — and he particularly enjoys snowboarding, marathons, and even the odd Half Ironman Triathlon.

Jon Germain MBA, CIM ®
Portfolio Manager, Investment Advisor
Tel: 780.409.7753

Key role: Portfolio Analytics, Business Development

Jon earned his Bachelor of Commerce in Finance from the University of Alberta in 2010. Currently, he is working on obtaining his Master in Business Administration (MBA) from the U of A during evenings. He also holds his Chartered Investment Manager (CIM®) designation and is licensed as a Portfolio Manager. He began his career as an Associate with CIBC Wood Gundy, where he gained a strong foundation in the investment industry. Jon is fascinated by the elements that make a business successful, and enjoys educating our clients and helping navigate them through the financial markets.

He is active in his community with The Mustard Seed and Rotary International. Jon is also an avid downhill, back country and cross-country skier and continues to enjoy experiencing new cultures and remote areas of the world.

Gina Freelend
Associate Investment Advisor
Tel: 780.409.7754

Key role: Trade Execution, Client Communication

Gina is responsible for trading, and fills key support roles in team communications, business development and client service. Along with over 14 years’ experience in the industry she brings a positive energy to work that is infectious for both our clients’ and our team. She has completed her Canadian Securities and Conduct and Practices Handbook courses with the Canadian Securities Institute.

Her time away from the office is spent with her three adorable children, when she can sneak away for a moment you will find her with her head in a book, practicing yoga, or exploring Edmonton’s restaurant scene.

Sofia Oleksyn
Assistant
Tel: 780.409.7755

Key role: Administration, Client Service

Sofia’s tremendous depth of knowledge is a resource not only to our team but also to our firm. Her dedication and commitment to serving our clients’ has to be seen to be believed. She also pursues her love of shoe shopping and reading in any free time she can find when not with her grandchildren or watching the most recent movie releases.

Taylor Dixon
Assistant
Tel: 780.409.7720

Key role: Administration, Client Service

Taylor has over 5 years of experience in the wealth management industry, with a primary focus on client service. Her administrative support is key to the efficiency and performance of Campbell Wealth Management. Taylor’s organization and her keen interest in providing exemplary service, make her a delightful addition to the team. She is responsible for coordinating the schedule and assisting with reporting, administration, and communication for Campbell Wealth Management.

Lyndsay Huthmann

Lyndsay Huthmann CFP®, CFDS

Financial Planner

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Located in the Calgary office, Lyndsay works closely with Investment Advisors to deliver comprehensive financial plans and wealth solutions to their clients. Connecting with people is easy for Lyndsay and helps her provide a balanced perspective when addressing clients’ financial planning needs. She makes the journey just as important as the destination.

Lyndsay has been in the financial industry since 2006. Most recently working with investment advisors at a large bank, she brings over 12 years of experience in retirement, tax and estate planning for high net worth families.

Lyndsay completed her Bachelor of Applied Financial Services with Mount Royal University and her Certified Financial Planner® designation with the Financial Planning Standards Council (FPSC). Lyndsay has also completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and Life License Qualification Program (LLQP). In 2021, Lyndsay successfully completed her certification as a Chartered Financial Divorce Specialist (CFDS)

Sean Hsu

Sean Hsu CPA (New Hampshire), MTax, TEP

Senior Tax Specialist, Tax & Estate Planning

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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.

Christopher J. Curtis

Christopher J. Curtis CPA, CA, JD, TEP

Vice President, Tax & Estate Planning

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Based in Winnipeg, Chris expertly applies his accounting and legal experience to collaborate with advisors and their clients to identify wealth, and tax and estate planning opportunities. He takes a pragmatic and candid approach to helping clients meet their overall financial goals and objectives.

Chris began his professional career as an accountant in private practice at Ernst & Young LLP. After being called to the Manitoba Bar, he joined Canada Life as in-house counsel and subsequently transitioned to the role of Wealth & Tax Planning Consultant, where he spent several years working extensively with advisors providing advice to their high-net-worth clients. Chris also has experience practicing law as an estate planning and administration lawyer with one of Western Canada’s pre-eminent law firms.

Chris obtained an HBA from the Ivey Business School and a J.D. from Robson Hall Faculty of Law. He holds a CPA, CA and is a member of the Society of Trust and Estate Practitioners (STEP).