Richardson Wealth | Cudmore Ross

Tel: 902.620.2612 Fax: 902.620.2601 Toll Free: 1.877.655.7735

Stephen has been providing wealth advisory services since 1992. Beginning his career in Toronto, Stephen obtained his Canadian Securities with Honors, and specialized in meeting the wealth management needs of high-net-worth families.

He later obtained is Certified Financial Planning, Insurance and Estate planning, Options Supervision, and High Net worth Advisory designations. For over 10 years Stephen was Vice President and Branch Manager for one of Canada’s largest bank owned investment dealers.

In 2014, Stephen became a Branch Manager of Richardson Wealth for Atlantic Canada and currently manages one of the largest wealth management practices in his home province of Prince Edward Island.

In 2022, Stephen obtained his Family Enterprise Advisor designation. The FEA is one of the leading designations in the world for helping families of significant wealth navigate the complexities of transitioning this wealth to the next generation.

Stephen is an active volunteer in the community as past Chair for the Fundraising committee for the Summerside Wellness Center, the past chair of the fundraising committee for the Summerside Rotary Inspire Learning Centre, past president of the Rotary Club of Summerside and past Chair of the PEI Easter Seals Campaign, past board member of the Holland College Foundation and past VP of the PEI Alpine Ski Team. Stephen is a multiple Paul Harris Fellow in Rotary, and he continues his involvement in the community as a member of the local board of the Investment Industry Regulatory Association of Canada. He is also Past Commodore of the Charlottetown Yacht Club and is founder of the PEI Boating Festival.

Stephen is married to Michelle. They have two university age daughters Makena and Macy. As a family, they love skiing, sailing, hiking, travelling, and walking their Portuguese Water Dog named Jordie.

Tel: 902.620.2613

Jonathan.Ross@RichardsonWealth.com

Jonathan has been providing investment advice to clients for over 17 years. Jonathan partnered with Stephen Cudmore over a decade ago to form Cudmore Ross Wealth Management. Jonathan’s responsibilities on our team include selecting assets, implementing plans and monitoring investments to achieve our clients’ specified investment goals.

With a Bachelor of Business Administration from the University of Prince Edward Island, Jonathan has achieved several industry certifications and most recently graduated from the Securities Institute at the prestigious Wharton School of Business.

Like Stephen, Jonathan is an active Rotarian. He sits on the board of the PEI Community Foundation and is Chair of the Investments Committee. He is on the Bid Committee for the 2023 Canada Winter Games and President of Charlottetown Executive Association. When not serving his clients or the community, Jonathan and his teammates campaign a competitive sailboat. He lives in Stratford with his partner Emma, and his young children Dexter and Summer.

Tel: 902.620.2615

Julie.Connolly@RichardsonWealth.com

Julie is a highly accomplished Associate with over 25 years of professional experience in administration and client service. She is known as a detail-oriented professional with a passion for accuracy. Julie’s foremost goal is to serve Cudmore Ross Wealth Management clients in a timely and efficient manner.

Julie is responsible for a full range of administrative duties and takes pride in delivering a great client experience. But her greatest contribution is how much she cares about what is important to our clients. She has worked in the financial industry since 2008 and has her Canadian Securities Course with the Canadian Securities Institute.

Julie is a runner who enjoys participating in charity races such as The Run for the Cure. She is also involved in fundraising for Bowl for Kids Sake for Big Brothers Big Sisters of PEI and the Children’s Wish Foundation, and she volunteers her time to 100 Women Who Care, a non-for-profit organization focused on coordinating funding for local, community charitable organizations.

Luanne.Coady@RichardsonWealth.com

Luanne began working in the investment industry in 1998 and has garnered a wealth of experience in that time. She joined the Cudmore Ross team in 2014 and is a tremendously hardworking, very precise, task oriented, no-nonsense individual who gets the job done fast.

Having taken the Canadian Securities Course with the Canadian Securities Institute when she first began her career, she provides trade execution along with project management and administrative support to clients along with forging professional, caring and friendly relationships with them along the way. Accountants also rely heavily on her come tax reporting season.

Along with being a no-nonsense team member, she is also rather known for her wit around the office and is happy to throw in some lighthearted moments or help plot the office April Fool’s Day escapade.

Craig Basinger is the Chief Market Strategist at Purpose Investments. With over 25 years of investment experience, Craig combines an educational foundation in economics & psychology with years of experience in both fundamental and quantitative research. A long term student of the markets, Craig’s thoughts and insights can be seen in Market Ethos publications and is a regular contributor on BNN.

Craig and his team bring a transparent and cost efficient approach to investment management. The team provides asset allocation OCIO services and directly manages over $1 billion in assets. The team manages dividend mandates, quantitative risk reduction strategies and asset allocation services.

An graduated from the University of Toronto with a Bachelor of Commerce, and is a CFA charter holder. An has been in the investment industry for nearly twenty years and has worked for Canadian and Global financial institutions along the way. As Vice-President, Investments Services and Proposals, An is responsible for the firm’s product research platform for public funds and manages the investment proposals and RFP process.

An started her career on the investment custody side where she specialized in portfolio transition management dealing with Canada’s largest pension plans and investment managers. Prior to joining Richardson Wealth, An was Vice President, Products & Services at Macquarie Private Wealth, and was responsible for the firm’s fee-based programs including the advisor managed discretionary, third party managed discretionary, and non-discretionary platforms. Prior to joining Macquarie, An was an analyst for the consulting group at CIBC Asset Management where she was part of the manager research team that was responsible for the sub-advisory relationships for over $110 billion in assets under management. On the manager research team, she covered Canadian equity, fixed income and Global fixed income investment managers.

With a 360-degree backdrop of the investment management business, including custody, transition management, and portfolio management, An brings best practice ideas and solutions to the investment team. As a result of her dealings with both the end client and the investment manager, An has a balanced, and disciplined perspective to investment management with a focus on portfolio implementation, on-going monitoring, and risk-management.

As a Portfolio Manager at Purpose Investments Derek plays a major role in the ongoing management and execution of the group’s investment mandates. He has worked for the past seventeen years in the investment industry with experience at Richardson Wealth, CIBC Wood Gundy, TD Wealth Management as well as GMP Securities Inc. He graduated from Wilfrid Laurier University with a Bachelor of Business Administration (Honours) degree with a finance concentration. Derek is a Chartered Market Technician (CMT), a designation obtained through expertise in technical analyses and is granted by the Market Technicians Association. He is also a Certified Financial Planner (CFP) as well as a Chartered Investment Manager (CIM).

Derek brings a specialty in trading, technical analyses and behavioral finance. His unique investment approach combines a blend of technical analysis, quantitative finance and fundamental analysis. Paying careful attention to market technicals, Derek brings a unique aspect to new idea generation and risk management in portfolio management. Derek believes that managing risk and being opportunistic given market conditions are key tenants of our achieving long-term returns.

Based in the Toronto office, Brett works with Investment Advisors to counsel high net worth families, executives and entrepreneurs on Wealth Planning solutions; helping to articulate their wealth aspirations at any stage. He provides support to his Richardson Wealth colleagues as part of our integrated wealth planning team.

Drawing on extensive financial services expertise and a passion for planning, Brett helps clients express and understand their unique objectives for the wealth they have accumulated. Employing a consistent, conservative value-add approach, Brett takes the time to truly understand what goals our clients want to achieve and creates an innovative and tailored solution for every client and their family.

Brett has 20 years’ experience as Financial Planner and has worked at several major investment management firms. Prior to joining the financial services industry, Brett was in the Canadian military, retiring in 2000, after a rewarding and successful career of 20 years serving in Canada and abroad.

Brett is a Certified Financial Planner (CFP®) and is a member of the Society of Tax and Estate Practitioners (STEP). He also holds the designation of Chartered Investment Manager (CIM) and has completed the Canadian Securities Course CSC), the Conduct and Practices Handbook (CPH) and the Life License Qualification Program (LLQP).

Meet our team

Our Tax and Estate Planning Team