Robert Byler FCSI
Director, Wealth Management, Portfolio Manager, Investment Advisor
Tel: 604.678.8592 Fax: 604.640.0300 Toll Free: 1.866.640.0400

Robert graduated from the University of British Columbia (UBC) with a Bachelor of Science and started his career with McLeod Young Weir in 1978, which was acquired by the Bank of Nova Scotia in 1988. He remained with Scotia McLeod as a Director until 2005 when he joined GMP Private Client L.P., now Richardson Wealth Limited as Director, Wealth Management Portfolio Manager, Investment Advisor. He obtained his Canadian Investment Manager (CIM) certificate and is a Fellow of the Canadian Securities Institute (FCSI) - the highest designation in the Canadian investment industry. He is also an Accredited Investment Fiduciary Professional AIFP ®.

As an AIFP designee Robert works with Investment Fiduciaries to implement proper policies and procedures to help fiduciaries manage their duties and obligations. Robert employs uniform, industry-recognized processes for developing personalized investment strategies based solely on an investor's specific investment needs, to apply objective, comprehensive standards for evaluating and recommending investment options, perform ongoing due diligence, monitor and report portfolio performance and to conduct ongoing reviews of our business practices to ensure fiduciary principles are being properly applied.

Richardson Wealth (USA) Limited is an RIA (Registered Investment Adviser) and Robert serves US citizens and residents as an Investment Advisor Representative (IAR).

Our team provides discretionary investment management including portfolio construction, due diligence and wealth and estate tax planning to high net worth families and business owners in Canada. Clients include professionals, senior executives, former executives, founders of public and private companies and family offices with intergenerational wealth.

Robert is also active in Canadian capital markets through financing of public and private companies, private equity, funds and alternative investments.

Lori Wright
Associate
Tel: 604.678.8558 Cell: 778.238.1494 Toll Free: 1.866.640.0400

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 and Robert were 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 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 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. She lives with her husband Bernie

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