Our team

Allan graduated from McGill University with a bachelor’s degree in Economics. He joined the financial services industry in 1987. Allan has served in many managerial roles with his previous firms. He has also devoted much time for community organizations both charitable and sports-oriented.

Allan is passionate about wealth management. He brings his 36 years of industry experience and his conservative demeanour to our Investment Policy Committee. Furthermore, he works closely with his clients in understanding their objectives and identifying the appropriate solutions.

With an interest in the investment industry, Christine started in 1986 by working with institutional clients at Merrill Lynch Canada. With an objective of diversifying her experience, she joined la Caisse de dépôt et placement du Québec in the international equity department. After completing her bachelor’s degree in accounting at Université du Québec à Montréal, Christine’s career took a pause so that she could concentrate her efforts towards her family. She then returned to the industry and joined Richardson Wealth.

With her expertise in the areas of financial planning, retirement strategies and wealth management, Christine is primarily focused on working with women in assisting them to define and achieve their life goals.

As an undergraduate at John Molson School of Business at Concordia University, Gregory worked at Richardson Wealth in the areas of marketing and portfolio management. Upon graduating, he joined the financial services industry.

While completing his studies, Gregory also worked in the retail industry. This experience helped him develop skills that supports him in the wealth management industry: relationship building, attention to detail, and communication amongst many others. As a result, Gregory is known to be very dedicated and a hard worker in whatever he does. In his spare time, he is an avid road cyclist and sports enthusiast.

During his studies at John Molson School of Business at Concordia University, William worked at Richardson Wealth in the areas of marketing and portfolio management. Upon obtaining his bachelor’s degree in Commerce, he joined the financial services industry.

Community volunteering has always been important for William. Coaching hockey has enabled him to develop skills that are helpful in the wealth management industry. These include leadership, relationship building and communication. He is passionate about financial planning. In his spare time, William is an avid walker, cyclist and a budding chef.