As a senior portfolio manager and senior investment advisor, Paul combines 30 years of experience and a deep interest in the capital markets with his empathetic approach to guiding clients. He's genuinely interested in his clients’ financial well-being and it shows in the level of trust and confidence his clients have in him.

Paul’s introduction to the financial industry is unconventional. After graduating from Carleton University with a Master’s in Public Administration, Paul pursued a role at the Treasury Board of Canada, exploring his interest in economics and public finance. But something was missing – Paul wanted to have a deeper impact on people and the places where their lives and finances intersect. He pivoted, taking a role at a physician-focused wealth management firm before joining a major bank. He’s spent the last 30 years building long-term relationships with a select client base. He joined Richardson Wealth in 2024.

Licensed as a discretionary portfolio manager, Paul has his Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM) designations.

When he’s not meeting clients or researching stocks, Paul enjoys squash, yoga, hiking, fly fishing, and skiing. Along with his wife and two children, Paul supports charities including Power To Be, Victoria Hospitals Foundation, the Canadian Cancer Society and The War Amps.

Kate partners with clients to understand their goals and develop strategies that help them move through times of transition and growth. Growing up on B.C.’s tightly knit Salt Spring Island informed Kate’s idea of community, instilling a sense of empathy and curiosity she brings to her practice. She has an affinity for numbers and analysis, and helping clients make impactful choices is what drives her.

After graduating from Dalhousie University with a degree in commerce and major in finance, Kate worked in project management with the Canadian International Development Agency in Tanzania and the head office of Adidas Group in Germany before transitioning into financial services in 2014. She spent the next few years as a wealth manager at several major financial institutions in Toronto before starting her practice at Richardson Wealth.

Kate has her Chartered Investment Management (CIM®) Designation, Certified Financial Planning (CFP®) Designation, Insurance Accreditation, and is in the process of completing her Trust and Estate Practitioner (TEP) designation. She has been featured in the Globe and Mail, Wealth Professionals Magazine and has hosted various podcasts to support further education in the industry.

She’s passionate about her community, supporting the Women's Equity Lab in Victoria and championing local charities. Beyond the office, Kate spends her time with her husband, their two kids and extended family. She likes to travel and stay active by hiking, biking, running, playing soccer and tennis.

Solution-oriented by nature, Shannon is the first point of contact for Holmes Murdoch Wealth Management, supporting client needs, finding quick answers to questions, and keeping the business streamlined. She brings 25 years of experience in client services including spending the past decade and a half in the finance industry.

At 16, Shannon quickly realized she had a talent for connecting with clients in whatever job she held. The financial services industry felt like a perfect opportunity to make a positive impact on clients' lives. She worked at the Municipal Finance Authority of BC for seven years before moving into a career in wealth management as a member of Holmes Murdoch Wealth Management.

In her spare time, Shannon and her husband Nathan enjoy going to live sporting events and concerts. She also likes to cook and travel. The ocean is Shannon’s favourite place to be.