Meet Our Team

As a senior advisor, Tyler brings his commitment to transparent and open conversations to the portfolios he manages — an approach developed through decades of experience.

Tyler’s goal is to discover his clients’ priorities and help them realize their financial vision. He is equally committed to generational family education, often facilitating discussions within multi-generational households to establish and fine-tune family values and mission statements. He works closely with family businesses to facilitate succession planning or wealth transition, as well as finding ways to keep the lines between “family” and “business” from becoming blurred.

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. His other professional designations include Family Enterprise Advisor from 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 the Vancouver Downtown Eastside Potluck Café Society.

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

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 understanding client’s priorities and risk/return objectives and allocating capital to meet those requirements.

Tim started his career in Seattle with Wells Fargo Bank, on the sell side, working on a fixed-income desk servicing high-net-worth individuals, corporations, and institutional money managers. He then moved to London, England, and landed at ING Barings. He worked within their equity derivative risk management group overseeing the entire spectrum of risk-taking activities, from the stock/loan borrow business to convertible bond trading. This experience eventually led to a senior job within Citigroup’s equity derivative trading franchise. Tim built technical skills across a wide range of equity, interest rate, credit and derivative 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 desk. His technical insight is built on a solid foundation of risk management and an ability to work efficiently under pressure.

A Vancouverite by birth, Tim graduated from the University of Victoria with a mathematics major and a minor in economics.

Tim enjoys playing outside with his wife and two kids, whether it be skiing in the winter or golfing in the summer.

The cornerstone of Neil’s practice as a portfolio manager and investment advisor 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.

Neil’s high-touch approach helps him give clients peace of mind, allowing them to focus on what matters the most to them rather than on short-term market trends. Neil sees his value as helping clients enjoy the wealth they have accumulated, and as the steward of that wealth for future generations.

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

Neil is an active supporter of the Vancouver community, including the SPCA, BC Children’s Hospital and Potluck Café Society. He derives great joy from B.C.'s diverse wilderness, clearing his mind with year-round backcountry hikes and camping. He and his wife, two children and dogs live in Langley, B.C.

Rory brings over 20 years of financial industry experience to his role, allocating capital to meet clients’ risk and return objectives and implementing our team’s strategic and tactical asset allocation views. Rory’s extensive experience — gained through roles at several financial institutions — has led him to act as a liaison between our clients and their key tax and legal professionals. He values the independent and open architecture 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. He holds a Chartered Investment Manager (CIM) designation and has completed the Advanced Derivatives Training and Level 1 for the Chartered Financial Analyst (CFA) designation. He is proud to be a member of the Investment Management Consultants Association (IMCA).

Born in Prince George, BC, Rory has called Vancouver home since the age of three. Married, with two young daughters, 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 brings over 20 years of experience in the financial services industry to her role. She has been serving clients and supporting portfolio managers at Richardson Wealth since 2014. As an associate, Jessica enjoys working closely, and developing meaningful relationships with clients. She appreciates the wide variety of daily tasks, problem solving, and strives to keep up to date with the ever-changing tax and industry rules and regulations. Her knowledge, experience and drive to provide the highest level of client service, contribute to the overall success of the team.

Prior to starting her career in finance at HSBC Securities in 2001, Jessica worked in Vancouver’s film industry as a director’s assistant and cast assistant. She grew up in Victoria and holds a Bachelor of Arts degree from the University of Victoria, with a major in anthropology. Since graduation, Jessica has continued her education with industry-related and language courses.

Jessica spends much of her time outdoors and depending on the season, can be found on the ski hill, out running races, or hiking. Jessica and her long-time boyfriend enjoy travel and exploring the local waters on their boat. She also visits Vancouver Island often to connect with her many siblings and nieces and nephews!

As an associate, Maryam supports the team by fielding client inquiries, helping with tax preparation, and managing performance analytics. A member of the Richardson Wealth team since 2020, Maryam entered the financial industry in 2017, after spending several years working in human resources.

Maryam holds 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 hiking, snowboarding, training at the gym and spending time with her nieces. She also enjoys learning new baking recipes and sharing them with her colleagues. Her colleagues enjoy this hobby of hers as well.

Brenda has worked in the industry since 1997 — and with the Richardson Wealth team for 25 years — providing service and administrative support with the seasoned eye of a veteran. Throughout her career, she has focused on developing relationships with our clients, providing a friendly, approachable face to an aspect of life some find tedious or even intimidating. She enjoys helping clients with day-to-day tasks as well as guiding them through larger life events with caring confidence. Brenda is quick to offer her time to working groups and initiatives within the team and the firm, to continually elevate our clients’ experience.

Originally from Alberta, Brenda has a Bachelor of Arts degree from the University of Victoria in geography and environmental studies. She also holds a Professional Financial Planning designation and is currently working towards an Associate Certificate in Leadership and Conflict Resolution through the Justice Institute of British Columbia

Brenda and her husband live in Richmond with their two sons. She enjoys gardening, writing, reading, and the outdoors.

As an associate at Richardson Wealth, Jackson provides financial planning services to our clients and administrative support to our team. He enjoys helping clients map out a plan to achieve their financial dreams.

Jackson joined our team in 2023, bringing with him a strong foundation of financial knowledge with his degree in Business Administration from Capilano University.

When he’s not spending time helping clients with their wealth planning needs, 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 has been a member of the Richardson Wealth team for ten years, providing administrative support to the team so they can focus on how to best help our clients reach their financial goals.

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 away from the financial industry to move to Australia and start a family, and now lives with her husband and three girls in Ladner, BC. Heather’s passions include her family, new adventures, and literature, including writing her own poetry.

Danielle joined Richardson Wealth in 2015 and assists with the day-to-day operations focusing on client service, administration, financial planning, trade execution, cash balance reports and portfolio review preparation. She enjoys the variety of tasks, challenges, and accomplishments that each day brings and the ability to help and connect with clients on their individual questions and goals. Danielle excels with any complex, detailed-orientated tasks and demanding timelines.

Danielle graduated from the Faculty of Commerce at the University of Victoria 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. She obtained her Personal Financial Planner designation through the Canadian Securities Institute in June of 2019. She has been an integral part of our team since 2015.

In her spare time, it’s important for Danielle to spend time with her family and to be outdoors - which is easy to do in Whistler. She enjoys running (roads, trails, and treadmill), hiking, biking, and chasing her toddler around.

As a portfolio analytics associate, Jaideep assists with portfolio management operations, monitors and rebalances portfolios, and conducts investment research — activities that help the team ensure our clients’ investments continue to meet their goals.

Prior to joining Richardson Wealth in 2022, Jaideep worked as an Analyst in Global Sales Enablement at RBC Global Asset Management, and as a Data Analyst Co-op at PH&N Institutional. He graduated from Simon Fraser University with a Bachelor of Business Administration, concentrating on finance and operations management. He also obtained the Chartered Financial Analyst (CFA) designation to further his financial knowledge.

In his spare time, Jaideep enjoys staying active and playing sports, mainly hockey and basketball. He also enjoys exploring the outdoors and camping in the summertime.

In her role as an associate at Richardson Wealth, Jennica offers ongoing support to our clients in a variety of areas which include everything from helping clients through tax time, fielding day-to-day questions, and ensuring annual contributions are on-track. She enjoys building relationships and using her expertise to help make clients’ financial lives easier.

Jennica began her career in the financial services industry in 2015 at Ocean 6 Wealth Advisory Inc. as a policy service administrator, obtaining her life insurance license in 2017. She joined Richardson Wealth in 2019 and became a licensed associate in 2020. She is continuing her education through the Canadian Securities Institute with the goal of earning her Registered Representative (RR) designation.

Jennica moved to Vancouver from Halifax in January 2012 and has since become quite at home here. In her spare time, she enjoys reading, seeing live music, and relaxing with her partner and two cats.

Serina joined Richardson in 2024 as an assistant and is currently working on becoming a licensed associate in Canada. Serina was born and raised in South Africa, where she earned her Bachelor of Commerce degree, majoring in Finance and Management. She also holds a Post Graduate Diploma in Financial Planning and earned her Certified Financial Planning designation in South Africa. She started her career at a major bank working as a Financial Planner and then later moved into Wealth Management. She supports the team by handling daily client enquires and the many administrative requirements of our business.  She is passionate about building lasting relationships and creating a meaningful client experience.

Serina resides on the Northshore with her husband and two young daughters. She enjoys reading, baking, DIY projects and exploring the outdoors with her family.

In her role as an assistant and team coordinator at Richardson Wealth, Amelia supports clients and ensures they experience a high level of care, coordinating client communication and helping organize the team. Amelia enjoys helping to build personal, lasting relationships with clients.

Amelia joined Richardson in 2024 and holds a B.Sc. in Environmental Science from King’s College, London. She has previous experience working in various client experience and sustainability operations roles in Scandinavia and England. Whilst studying, Amelia completed a year abroad at University of British Columbia and has now permanently relocated to Vancouver.

In her spare time, Amelia enjoys spending time in the beautiful mountains and waters of BC, skiing, hiking, and sailing. Growing up in Denmark, Amelia was an avid equestrian, and on the weekend can often be found exploring the BC backcountry on horseback.