The Team

Garry’s investment career began at a leading Canadian Financial company where he managed portfolios for the institutional and not-for-profit sectors, high net-worth private clients, Estates and Trusts, and First Nations Communities. In 2001, he joined an independent investment counseling firm, mentoring with one of Canada’s leading investment managers, Mr. Ned Goodman. Garry moved his practice to Richardson Wealth (formerly Richardson GMP) in 2012, bringing with him over 30 years of experience and technical competence complemented by passion and a commitment to helping his clients build, preserve, and protect their wealth.

Garry believes in providing highly personalized service to a select number of clients to build genuine, lasting relationships and to ensure investment decisions were well thought out and thoroughly researched. His extensive experience includes working with management boards, executives, entrepreneurs, and prominent families across Canada. Garry holds the Certified Investment Management (CIM®) designation.

Garry is active in his community in various areas including Chair of Special Olympics Calgary, South Alberta Institute of Technology Advisory Group, Co-Chair of the Sinneave foundation, as well as other community involvement.

Brenden joined McCulloch & Partners Wealth Counsel in October of 2017 as a Portfolio Manager and Investment Advisor. Brenden’s investment career began with internships as a research analyst for a private family office and a boutique investment counselling firm. Brenden joined Richardson Wealth in 2014 as an Associate.

Brenden believes in nurturing long-term relationships with his clients, and that a high quality, institutional grade investment approach should be available and accessible to investors of all varieties.

Brenden is a holder of the Chartered Financial Analyst® designation, CFA®, achieving his charter in February of 2017. For more information on the CFA designation, please visit the CFA Institute. Brenden is also a member of the Calgary CFA Society.

Brenden graduated in May of 2011 from the University of Western Ontario. Brenden is a member of the Calgary CFA Society. He is an avid sports player and fan and played hockey competitively since the age of 5. He was drafted to the Sudbury Wolves of the Ontario Hockey League in 2005 and played a few years of Junior A hockey in Ontario, where he grew up, before attending Western.

Rosa joined McCulloch & Partners Wealth Counsel in March 2018. She began her career with TD Bank, holding numerous positions throughout her 13 years of employment.

In 2000, Rosa had the opportunity to work for Dynamic Mutual Funds as Assistant to the Regional Manager and his team consisting of 3 Sales Associates. In 2004 she joined Dundee Securities Corporation as Executive Assistant, Energy Investment Banking and supported the Energy team until 2012.

Showing her progression within the same company as well as her ability to adapt to continuous changes, she then continued to provide support to the Institutional Sales and Research team for 6 years.

Rosa is a highly approachable individual who takes exceptional pride in providing the best customer service and building lasting relationships with her clients and colleagues. 

Rosa was born and raised in Calgary and has two children and one grandchild. Rosa’s passion for yoga led her to earn her 200 HR YTT Certification as well as a Senior Yoga TT Certification.