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The Seidman Group: Protect. Prosper. Peace of Mind.

Sean Seidman B.Sc.
Director, Wealth Management & Portfolio Manager, Investment Advisor
Tel: 416.941.6733

A Portfolio Manager at The Seidman Group at Richardson Wealth, Sean is an honours graduate of the College of Charleston, S.C. with a B.Sc. in Business Administration and a varsity NCAA Division 1 Men's Tennis athlete. With over 25 years of experience in wealth management, his area of expertise is in tactical asset allocation using relative strength, and portfolio construction. Sean is a Fellow of the Canadian Securities Institute (FCSI®). The FCSI® is the premier credential awarded to Canadian financial services professionals. It signifies a distinguished financial advisor who demonstrates exceptional dedication and commitment. He is also a Chartered Investment Manager (CIM®) and is fluent in French and English. Outside of the office, Sean has offered his financial skillset to various boards by serving as a member on the Investment Advisory Board of a major Canadian Bank from the early to mid-2000s, and the Board of Directors of the Toronto Lawn and Tennis Club for three years from 2012-2014. Currently, Sean is the Chair of Driver Education for the BC Interior Porsche Club of America and is also a member of the Board of Governors at the Mount Sinai Hospital Foundation.

Sean is married to Synnove, and they have three children, Owen, Lily and Violet. Sean lives in Kelowna, BC where he and his family have been enjoying all the benefits that the west coast has to offer. Having played at the competitive level Sean remains active in the tennis community through mentoring junior players and coaching Immaculata high school's tennis team. When he isn't on the courts, Sean enjoys going to the racetrack where he both races and instructs.

Grace Finlayson
Associate
Tel: 416.969.4766

Grace started at Richardson Wealth as a temporary assistant in January 2018 and has been with the firm ever since. Originally from Australia, Grace has a Bachelor of Fine Arts with First Class Honours from Queensland University of Technology. She has a wide range of administrative and communication skills from her experience in wealth management, publishing and education. Grace recently completed the Canadian Securities Course.

Maureen Glenn , B.A., FLMI, CFP®, TEP, EPC

Vice President, Tax & Estate Planning

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Maureen works with Investment Advisory Teams and their affluent clients to navigate the entire wealth planning process; from initial discovery with the client, through to the final presentation. She is a dynamic speaker who can translate complex wealth planning concepts into efficient and effective action plans for clients. This holistic approach combined with her financial planning expertise offers a unique and practical perspective to retirement, trust, and estate planning.

Maureen joined the firm in 2006 and moved to the Tax & Estate Planning team in early 2010. The previous 20 years of her career were focused in the Life and Health Insurance Industry where she gained significant experience as a Financial Services Advisor, Mutual Fund Salesperson and as a product, sales, software and compliance trainer.

Maureen is a Certified Financial Planner® practitioner and is a member of the Society of Trust and Estate Practitioners. She has completed the Canadian Securities Course (CSC), the Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (IFIC). She also holds the designation of Fellow, Life Management Institute (FLMI) and other insurance designations from the Life Office Management Association (LOMA).
Jason Middleton

Individual Insurance Consultant

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Jason has a well-rounded knowledge of the Insurance industry having worked at all levels of the business. He has worked at the manufacturer level, at the distributor level and, most importantly, as an Independent Insurance Broker and business owner.

Jason’s financial and accounting backgrounds allow him to take a comprehensive approach to advanced Estate and Insurance planning for clients. His ‘educate first’ approach resonates well with clients, who feel that his solution-based recommendations are tailored to their individual needs.

Jason earned a Bachelor of Business Administration with Honors in Accounting and Corporate Finance in 1999 from the University of New Brunswick. He began working on his CA with Deloitte and Touche in 2001 after taking a sabbatical to train and try out for the Canadian Olympic Swim Team. Upon returning to the work force Jason completed the CSC and earned his CFP designation in 2003.

* Insurance services offered through Richardson Wealth Insurance Services Limited. Jason Middleton is the owner of The Producers Planning Group.