Meet our team

Simon began his career as an Associate at Richardson Partners Financial in 2005 where he learned the business through experience, continuing education and Professional Designations. In 2009 he partnered with a seasoned advisory team and worked through a six-year succession plan which saw their practice double in size. Since then, he has grown the practice and team significantly.

Simon takes a holistic approach to Wealth Management and conducts in depth assessments regarding the needs and potential risks facing successful families, professionals, and business owners. Simon places a high priority on understanding client needs first. He does this through the lens of Tax & Estate Planning and providing a high level of service to clients as he helps guide them through various life events to ensure a seamless transition, whether it be, divorce, selling a business, managing an inheritance or adjusting to the financial changes brought on by retirement. Simon’s key roles also include asset allocation and investment selection with a disciplined process for buying and selling North American securities. More recently, Simon has been incorporating various Alternative Investments and non-traditional, non-correlated investment opportunities to reduce risk and volatility and achieve superior risk adjusted returns over longer periods of time.

Simon grew up in the Maritimes and obtained a Bachelor of Commerce from Saint Mary’s University in Halifax. Professional standards are high on Simon’s agenda, and he has earned both Chartered Financial Planner (CFP^®) and Chartered Investment Manager (CIM^®) designations. Simon is also Insurance Licensed which helps round out the Wealth Planning Approach. Simon enjoys working with different charities and over the last 12 years of living in Toronto he has been involved with Sheena’s Place, Regent Park Gala and East Coast Connected. As a new dad he enjoys spending time away from the office with his daughter (Abby) and wife (Laura). 

Mikaela has been with Richardson Wealth since the summer of 2017 and is an Investment Advisor on the Partington Wealth Management team. Mikaela works alongside Simon and the team to help individuals and families develop clear and goal-oriented Wealth Management strategies that surpass the scope of traditional investment service. Practicing long-term and holistic Wealth Management exclusively, her focus is on providing the highest level of care and guidance to valued clients. Mikaela specializes in portfolio and cash flow analysis and is focused on furthering the team's business development with a focus on marketing and client relation initiatives.

Mikaela has holds her Chartered Investment Manager designation and is currently working towards her Chartered Alternative Investment Analyst designation. Prior to joining Richardson Wealth, Mikaela worked in a similar capacity at a boutique wealth management firm. Mikaela received her Bachelor of Commerce degree from the University of Guelph with a Major in Management Economics and Finance.

Brenan Formosa is focused on providing personalized service to our clients and has a passion for generating new ideas that lead to wealth creation and capital preservation. Brenan incorporates both fundamental and technical analysis into his investment strategy. He enjoys working with high-net-worth clients who have complex financial, tax, and estate planning issues and believes this is a core value add to clients. 

Brenan comes with 8 years of knowledge and experience in securities analysis, derivatives trading and investment product development and works as an Associate Investment Advisor with the Gellman-Partington Wealth Team where he is responsible for managing client relations, client portfolios, trading and investment due diligence. 

Brenan studied Finance at the Rowe School of Business and started working at Richardson Wealth in January 2015 as a Co-Op student in both the Toronto and Halifax offices. These experiences were invaluable to Brenan’s professional career as he’s become well aligned with Richardson Wealth’s core ideals, practices, and beliefs. Throughout university, Brenan maintained an active role in both the Dalhousie Investment Society and the Dalhousie Real Estate Society. Brenan is also a CFA Level III Candidate and is working to obtain his Portfolio Manager designation.

In Brenan’s personal time, he stays active by playing golf, hockey, and softball. He also enjoys getting outdoors by way of camping and cottaging.

Irina joined Richardson Wealth in 2014. As a resourceful problem solver, Irina enjoys conceptualizing solutions to challenging situations. Irina is a Certified Financial Planner (CFP^®). Working with Simon and the specialists in the Tax & Estate Planning Team, Irina develops holistic financial plans that can help our clients achieve what matters most to them. She communicates with clients' accountants and creates tax packages in order to take the tax season pressure off our clients’ shoulders. Irina is a licensed Investment Representative and Insurance Agent. She is responsible for identifying the insurance needs of our clients, and actively works with our in-house insurance specialist Jason Middleton to determine how those needs impact their current financial plans, and what options are available.

Originally from Russia, she moved to Toronto in 2011, where she currently resides and is lucky and proud to call Canada home. She holds a Bachelor of Economics from Kazan Federal University in Russia and has also successfully graduated from the Business Administration program at George Brown College, specializing in Financial Planning.

Grace started at Richardson Wealth as a temporary assistant in 2018 and has been with the firm ever since. Grace’s focus is on administrative organization and overseeing team projects. She enjoys problem-solving and always aims to provide clients with exceptional wealth management services. Grace completed the Canadian Securities Course in 2020 to become a licensed Investment Representative and is currently working towards the Wealth Management Essentials exam.

Grace has a Bachelor of Fine Arts with First Class Honours from Queensland University of Technology, Australia. Outside of work, Grace volunteers for a dog rescue organization and enjoys exploring the Canadian outdoors.