With university degrees in Commerce and Accounting and after a successful career in the garment trade, Jeffrey joined the financial services industry in 1997.

Good listening skills, great empathy, professionalism and attention to detail are qualities that his clients appreciate.

Dedicating a bulk of his time to develop and solidify new and existing client relationships, Jeffrey is regularly searching to identify innovative ways to reinforce the value added and positive qualities of the team. A crucial element in the portfolio management process is the evaluation of the markets, both at macro and micro levels. Jeffrey is continuously evaluating portfolio holdings while contributing to the team’s process towards investment decisions.

In his leisure time, Jeffrey also participates in fundraising for a charity, loves cooking, travelling with his wife Marsha, spending quality time with his children and grandchildren, reading, and exercising.

A Portfolio Manager & Investment Advisor with The Brumer Seidman Wealth Management team, 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 30 years of experience in wealth management, his area of expertise is in building customized roadmaps for his clients’ financial success and using tactical asset allocation and relative strength in 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. Sean was the Chair of Driver Education for the BC Interior Porsche Club of America from 2015-2021.
Sean is married to Synnove, and they have three children, Hazel, Lily and Violet. Sean recently moved back to his hometown of Montreal, after living in Kelowna and Toronto. Sean remains active in the tennis community through mentoring junior players and coaching high school tennis teams. When he isn't on the courts, Sean enjoys going to the racetrack where he both races and instructs high performance driving.

Sophia joined the financial services industry in 2009. She has dedicated herself to delivering exceptional client service. Sophia is meticulous and very detail-oriented in the execution of her tasks. No client request is unimportant for her attention. Sophia is always willing to roll up her sleeves and do whatever is necessary to help the team accomplish its goals. In her spare time, she enjoys cooking, reading and spending quality time with her family.

Jean Claude has been with Richardson Wealth as Branch Administrator for the past three and half years and brings more than 25 years of financial services experience.

Beginning his career as an Investment Advisor at Midland Walwyn in the 1990s, Jean Claude also worked for CIBC in a variety of roles, most recently as Assistant Branch Manager for CIBC Investor Services. Jean Claude has a Bachelor of Arts, Economics from L'Université du Québec à Montréal (UQAM).

In his spare time, Jean Claude enjoys biking and hiking in the summer and hitting the slopes during the winter. Married and a father of 2 children, he also enjoys spending time doing activities with his family.   

As a member of the Tax & Estate Planning team at Richardson Wealth since 2014, Amélie provides her expertise and works closely with Advisors and their clients to identify and develop tax and estate planning strategies that address clients’ overall wealth planning needs.

Amelie holds a Bachelor’s degree in Law from the University of Sherbrooke and a Master’s degree in Taxation from HEC Montréal. She is also a registered lawyer in the Tableau de l’Ordre du Barreau du Québec. Prior to joining Richardson Wealth in 2014, she worked in Canadian taxation in the private companies department in large accounting firms.

Over the past few years, Amelie has developed extensive experience in tax and estate planning for entrepreneurs and incorporated professionals. Amelie has also developed expertise in estate planning, including the transfer of family businesses, as well as the review of wills and mandates. Not only does she have the technical knowledge of death taxes and trusts, but her services are also highly appreciated for the human side of settling an estate.

Amelie regularly speaks to groups of entrepreneurs and professionals for presentations on estate planning. She has also written several articles on the subject. In particular, she is a member of Association de planification fiscale et financière (APFF) and has participated on several occasions in Première en affaires.

Located in our Montreal office, Marie-Luisa works with Investment Advisor teams and our in-house Tax & Estate Planning team of professionals to serve the needs of clients in Quebec and across Canada.

With nearly 16 years of experience in the financial services industry, Marie-Luisa provides an analytical and focused approach to financial planning that allows her to create comprehensive wealth plans for clients.

She holds a Bachelor of Business Administration degree from HEC Montréal, and a Certificate in financial planning from Université du Québec à Montréal (UQAM). She later pursued a degree in Financial Planning and obtained her certification from the Institut québécois de planification financière (IQPF). Her next endeavor is the Trust & Estate Practitioner (TEP) designation provided by the Society of Trust and Estate Practitioners (STEP) to further add value to her relationships with Advisors and their clients.