Meet Our Team

Tyler Steele BA, CFA, FEA
Portfolio Manager, Investment Advisor

Tyler Steele is a senior advisor on the SEKO Wealth Advisors team. He manages client portfolios on a discretionary basis, using a refined process he developed through years of experience and his commitment to lifelong learning. Tyler has a unique approach to communications that he believes is critical for trusted and rewarding relationships. The language he has developed allows for transparent and open conversations. That’s true not only with his clients, but also with the other professionals who serve them, including accountants, lawyers, trust officers and family therapists. Having open engagements in a multi-disciplinary advisory model ensures an accurate and complete client picture. This is fundamental to the success of his clients, who are entrepreneurs, corporate executives, retirees, charitable foundations and endowments. 

Tyler’s goal is to discover what is important to his clients and to help them realize their financial vision. He is equally committed to generational family education, which is where his language has had a real impact. Tyler facilitates discussions within households, or involving multi-generational clients, to establish and fine-tune family values and mission statements. Tyler believes this approach ensures that the professionals serving the clients have a clear view of their principles and objectives, and that clients stay focused on who they are and strive to be. 

For business family dynamics, he helps clients to vocalize where to draw the lines between business and family, or how to avoid the family dinner becoming an impromptu business meeting. In complex situations, such as planning for succession or wealth transition, Tyler helps families articulate each member’s unique perspectives. This ensures that everyone is better informed and creates a mutual understanding. 

Tyler began his career in the financial industry in 1999. He has a BA in Economics from the University of British Columbia and is a Chartered Financial Analyst charterholder. His other professional designations include Family Enterprise Advisor, which he obtained through the UBC Sauder School of Business and Certified Financial Planner. He also holds a Life Insurance License. 

Giving back is fundamental to his own family values. He and his team support several local charities including Potluck Café Society, a Downtown Eastside Vancouver charity.

Tyler’s competitive outlet is squash. Like any proud Vancouverite, he also skis hard. Above all, family is number one. Spending time with his wife Julie, their three young children and the family dog is where he derives his greatest joy. 

Tim Engelbert CIM
Portfolio Manager, Investment Advisor

Tim brings 20 years of global investment experience, a high degree of technical expertise, and in-depth analytical skills to our practice. As a portfolio manager, Tim is responsible for allocating capital, on a discretionary basis, to meet client’s risk and return objectives. With an ongoing focus on risk management, Tim handles our research inflows and analytics and helps build and manage client portfolios. He is responsible for the implementation of our team’s tactical asset allocation and tax-conscious strategies. In addition, he also champions our team’s analytics relating to alternative asset classes.

A Vancouverite by birth, Tim spent seven years working in financial services in London, England and before that, in the United States. While in a senior role within Citigroup’s equity derivative business, Tim built technical skills across a wide range of financial products. In addition to managing a complex book of financial instruments, he also priced, executed and was a market maker for Citigroup’s European derivative franchise. His technical insight is built on a solid foundation of risk management and an ability to work efficiently under pressure. Prior to Citigroup, Tim worked in Risk Management at ING Barings in London and for Wells Fargo Bank in the U.S. where he supported a team working with high-net-worth individuals, corporations and institutional money managers. Tim studied Mathematics and Economics at the University of Victoria. 

On a personal note, Tim is married, and has two young children. When not chasing after kids, Tim enjoys the outdoors and a wide range of sports including golf, skiing and mountain biking. 

Neil Kumar CIM®, FEA
Portfolio Manager, Investment Advisor

Neil Kumar is a Portfolio Manager and Investment Advisor with SEKO Wealth Advisors. The cornerstone of his mature business is wealth planning with a focus on capital and tax planning. But it’s the strong relationships he has built and nurtured that are foundational to it all. He believes his integrity as an advisor and as a contributing member of the community is instrumental to those relationships and the most important lever in his practice. 

The team’s motto is “small promises made and kept”. This is more than a slogan; it’s a philosophy that builds integrity and leads to trust. His view is that if his team can’t deliver on the minutia, clients will have no confidence they can tackle the big picture. His practice is about creating unwavering excellence through exemplary client experience. 

Though based in Vancouver, Neil treats the community as essentially a small town where word spreads fast. That word must be glowing. He is known broadly for doing exactly what he says. This high-touch approach helps him to build peace of mind with clients, allowing them to focus on what matters the most to them rather than on short-term market trends. A self-proclaimed markets fanatic with a knack for economics, Neil sees his value as helping clients enjoy the wealth they have accumulated and be the steward of that wealth for future generations, not to score homeruns. 

In 2011, Neil joined Macquarie Private Wealth, Richardson Wealth’s predecessor firm. Prior to that, he spent 14 years at HSBC Securities. Neil studied Finance at Simon Fraser University and holds the Chartered Investment Manager designation. In 2021, Neil earned the Family Enterprise Advisor designation. He is a member of the Responsible Investment Association and has obtained the Responsible Investment Specialist designation.

Neil’s Vancouver roots run deep, as does his community participation. He is an active supporter of the SPCA, BC Children’s Hospital and Potluck Café Society. Neil derives great joy experiencing B.C.'s diverse wilderness ecosystems and it’s in the backcountry where he clears his mind hiking and camping year around. He and his wife, two children and dogs live in Langley, B.C. 

Rory O’Connor CIM
Portfolio Manager, Investment Advisor

With over 20 years of experience in the investment industry, Rory focuses on managing client portfolios, identifying and assessing suitable investment strategies and solutions, as well as implementing the team’s strategic and tactical asset allocation views. As a portfolio manager, Rory is responsible for allocating capital, on a discretionary basis, in order to meet client’s risk and return objectives. Rory also leads our activities as they relate to tax and estate planning. Given his significant experience within this space, he serves as the key liaison (somewhat of an interpreter at times) between our clients and their key tax and legal professionals. Rory also leads our thorough tax reporting activities throughout the year, to make our clients’ annual tax filing experience as seamless as possible. Rory has gained valuable experience at a number of different financial institutions, he very much values the independent and open architecture platform that Richardson Wealth provides.

Rory completed his undergraduate studies at Mercyhurst College in Erie, PA while on an academic and athletic scholarship as an NCAA field lacrosse player. Rory was awarded the distinction of Delta Mu Delta from the National Honors Society for academic achievement in Business Administration and was also a member of the Dean’s List in all four years of his undergraduate studies. He has his Chartered Investment Manager (CIM) designation and has completed the Advanced Derivatives Training and Level 1 for the Chartered Financial Analyst (CFA) designation and is also proud to be a member of the Investment Management Consultants Association (IMCA). 

Born in Prince George, BC, Rory moved to Vancouver at the age of 3, and has called Vancouver home ever since. Rory is married with two young daughters. In his spare time, Rory takes full advantage of all that the west coast has to offer. Splitting time between Whistler and his home in North Vancouver, he is an avid mountain biker and, once the snow starts to fall, is quick to switch to downhill skiing. 

Jessica Dewey BA

Jessica has been serving clients since 2005 at Richardson Wealth’s predecessor firm and HSBC Securities, where she started in 2001.

Jessica grew up in Victoria and is a graduate of the University of Victoria, where she earned a Bachelor of Arts degree, with a major in Anthropology.

She spends much of her time outdoors and, depending on the season, can be found on the ski hills, out running races, or hiking. 

Maryam Fejvai

Maryam joined the financial industry in 2017 after spending several years in Human Resources. She has a Bachelor of Political Science and History degree from the University of British Columbia and a Master of Arts degree from the University of Victoria. She is currently pursuing her Chartered Investment Manager (CIM) designation.

When she's not at work, Maryam enjoys lots of outdoor activities all year round, including hiking and snowboarding. She also enjoys learning new baking recipes and sharing them with her colleagues. 

Brenda Geib

Brenda has worked in the industry since 1997. She hails from Alberta and is a University of Victoria graduate in Geography and Environmental Studies. Brenda also holds a Professional Financial Planning designation.

Brenda and her husband live in Richmond with their two sons, where she enjoys being a soccer mom and helping out at her younger son’s school. She also enjoys photography, reading, and the outdoors. 

Jackson Kern

Jackson joined the financial services industry in 2023, bringing with him a strong foundation of financial knowledge with his Bachelor’s in Business Administration, from Capilano University.

When he’s not spending time helping clients protect and grow their wealth, Jackson enjoys time outdoors, engaging in invigorating hikes, memorable camping trips, and spirited soccer matches. When possible, Jackson enjoys traveling, experiencing different cultures and tasting new cuisines. 

Heather Meehan

Heather first started working in the industry in 1996, joining Midland Walwyn in her hometown of Winnipeg where she attended the University of Manitoba.

She took time off from the financial industry to move to Australia and start a family, and now lives with her husband and three girls in Ladner. Heather’s passions include her family, new adventures, and literature. 

Danielle O’Neill PFP
Associate Investment Advisor

Danielle completed her undergraduate degree at the University of Victoria, graduating from the Faculty of Commerce with Honours. She began her career in financial services in 2012, became an Investment Representative in 2015 and an Associate Investment Advisor in September 2018. More recently she obtained her Personal Financial Planner designation through the Canadian Securities Institute in June of 2019.

Prior to her career in financial services, Danielle learned many valuable skills related to a busy and dynamic business environment while expanding her client service expertise. 

Danielle assists with the day-to-day operations focusing on client service, administration, financial planning, trade execution, cash balance reports and portfolio review preparation. Danielle adapts well under a variety of circumstances, excelling with complex detailed-oriented tasks and demanding timelines.

Born and raised on the North Shore, Danielle likes to take advantage of the local outdoor amenities, such as hiking, running, camping, biking and walking her English bulldog. She is also an active volunteer with the North Shore Special Olympics BC. 

Jaideep Sandhu CFA®
Portfolio Analytics Associate

Jaideep brings with him four years of experience in the financial industry, including working as an Analyst in Global Sales Enablement at RBC Global Asset Management, and a Data Analyst Co-op role at PH&N Institutional. He graduated from SFU with a Bachelor of Business Administration and a concentration in Finance and Operations Management. He also obtained the Chartered Financial Analyst (CFA) designation to further his financial knowledge. Jaideep recently completed his coursework and training to become securities licensed to help the team with trading and portfolio management operations.

In his spare time, Jaideep enjoys staying active and playing sports, mainly ice hockey and basketball. He also enjoys exploring the outdoors by going on hikes with his dog and camping in the summertime. 

Jennica Vegelahn

Jennica began her career in the financial services industry in 2015 as an executive assistant with Ocean 6 Wealth Advisory Inc. She then obtained her life insurance license in 2017 and moved into a more insurance and investment-focused administrative role within the company. Prior to this, Jennica spent over 8 years working within the private sector, most notably with a successful electronics recycling business where she managed their bookkeeping requirements, third party audits, and payroll & benefits systems. In 2020 she received her Investment Representative designation, and she is continuing her education within the investment industry through the Canadian Securities Institute, with the goal of earning her Personal Financial Planner designation.

Jennica moved to Vancouver from Halifax in January 2012 and has since become quite at home here. In her spare time, she enjoys painting, reading and being outside to explore the forests, mountains, and beaches that BC has to offer. 

We look forward to meeting you.

Contact us to set up a phone call or meeting, and together, let’s explore if we’re a good fit.