Jim has over 20 years of experience in wealth management. His area of expertise and focus is in portfolio construction and manager research. He is able to communicate with accountants, lawyers and insurance specialists for the purpose of tailoring personal, corporate and estate tax planning. Jim earned a CA designation (Chartered Accountant) in 2001. His accounting and financial background helps with identifying solutions to reduce taxes, enhance and preserve wealth, and transfer assets tax-efficiently to the next generation.

Jim is a graduate of Queen’s University (B.Comm), University of Waterloo (M.Acc) and holds a Chartered Investment Manager (CIM®) designation. Jim is a member and former captain of the Granite Club Masters Swim Team. Jim is father of two amazing children, Alexander and Evelynn.

Our Richardson Wealth team offers high net worth individuals, corporations and trusts a comprehensive approach in managing their investments and achieving set financial goals

Richard Wong prides himself on the long-term relationships he’s built with clients. With over 20 years in the financial services industry, Richard has a passion to help provide knowledge and expertise on financial well-being. Richard has helped grow clients’ wealth through a disciplined and managed approach to investments and financial planning.

Richard joined Richardson Wealth in January 2020 to provide clients with increased accessibility to personalized wealth management strategies. Clients will benefit from Richardson Wealth’s expertise in tax and estate planning, insurance, philanthropic and business succession needs.

Richard holds an MBA from the Edinburgh Business School and has a Bachelor of Arts (Economics) from the University of Toronto. He is a member of the Rotary Club of York and enjoys cheering on his daughter at her competitive dance performances.

Corey joined Richardson Wealth in June 2019. A graduate of Utah Valley University, he earned his degree in International Business Management with a minor in Finance while competing as a student-athlete on a golf scholarship.

As an integral part of our team, Corey takes charge of managing day-to-day operations, ensuring efficiency and attention to detail in everything we do. He assists with account administration, portfolio updates, and client communication.

Outside of work, Corey enjoys quality time with family and friends. He stays active by participating in various sports, including golf, which continues to be a significant part of his life. His passion for excellence extends beyond the course, bringing energy and enthusiasm to everything he does.

Felix Lee has worked at a large Canadian bank as a Senior Financial Analyst for the past 10 years and joined Richardson Wealth in May 2020. Felix brings his experience and knowledge of mutual funds to assist Richard with Portfolio construction.

Felix holds the Chartered Professional Accountants of Ontario designation and has a Bachelor of Commerce from the University of Ottawa. In his spare time he volunteers with the Canadian Chinese Youth Athletic Association, likes playing golf and cheering on the Raptors.

Zita has worked in the financial services industry for 20 years and joined the team in 2020. Zita continues to provide a high level of administrative and customer service support to their practice.

Outside the office, Zita enjoys travelling with her family

Jasbleidy joined Richardson Wealth in September 2023. She is a versatile professional with a strong academic background, holding a degree in Business Administration from Universidad Nacional de Colombia and a diploma in Financial Services from Humber College in Toronto.

Within the team, Jasbleidy focuses on delivering personalized service and building lasting relationships with clients. Her organizational skills are essential in ensuring our team operates seamlessly.

Outside the office, Jasbleidy finds joy in the company of her husband Andres and their two cherished cats, Orion and Lulu. Whether embarking on outdoor adventures, hitting the dance floor, or simply savouring moments of tranquillity in nature, her sense of exploration keeps her active and living life to the fullest.

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).

Jason has a well-rounded knowledge of the Insurance industry having worked at all levels of the business. He has worked at the manufacturer level, at the distributor level and, most importantly, as an Independent Insurance Broker and business owner.

Jason’s financial and accounting backgrounds allow him to take a comprehensive approach to advanced Estate and Insurance planning for clients. His ‘educate first’ approach resonates well with clients, who feel that his solution-based recommendations are tailored to their individual needs.

Jason earned a Bachelor of Business Administration with Honors in Accounting and Corporate Finance in 1999 from the University of New Brunswick. He began working on his CA (Chartered Accountant) with Deloitte and Touche in 2001 after taking a sabbatical to train and try out for the Canadian Olympic Swim Team. Upon returning to the work force Jason completed the CSC (Canadian Securities Course) and earned his CFP (Certified Financial Planner) designation in 2003.

*Insurance services offered through Richardson Wealth Insurance Services Limited.

Dedicated to helping clients navigate the complexities of financial planning, Conor reviews financial plans to offer guidance on risk management and asset transfer strategies. With a focus on tax efficiency and wealth protection, Conor partners with investment advisors to ensure their clients receive sound advice that stands the test of time.

What inspires Conor is the opportunity to help people simplify complex situations into clear, actionable steps that align with their goals. He enjoys learning what drives individuals, understanding their concerns, and helping them build a path to financial peace of mind. His favorite part of the job is the face-to-face interactions—the human connection that can feel rare these days.

Conor joined Richardson Wealth a year ago, bringing with him a wealth of experience from his previous role at BMO Private Wealth. Before that, he spent seven years as an Insurance Wholesaler at Manulife. A graduate of the University of Western Ontario, Conor holds a degree in Finance and Administration from the DAN Management program.

Outside of work, Conor cherishes time spent with his wife Alex, their beagle Gordie Howl, and family. He loves hosting barbecues and enjoys playing hockey and golf with friends.

*Insurance services offered through Richardson Wealth Insurance Services Limited.