Our Team - Murdoch Wealth Management

Tel: 250.655.6965 Cell: 416.312.2925

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 son and extended family. She likes to travel and stay active by hiking, biking, running, playing soccer and tennis.

Tel: 250.655.6965

MurdochWealthManagement@RichardsonWealth.com

Thomas began his career in the wealth management industry in 2016 after completing the Finance diploma program at BCIT. Prior to joining Richardson Wealth in April 2021, he worked as an Investment Associate at National Bank Financial for 4 years.

Thomas is fully licensed, having completed the Canadian Securities Course (CSC), Conduct And Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), and Advanced Investment Strategies Course (AIS) through the Canadian Securities Institute. He is currently working towards his Chartered Investment Manager (CIM) designation. He is also options licensed.

Thomas was born in Madrid, Spain before his family moved back to Vancouver where he has spent most of his life. Outside of the office, he keeps active and you can find him either on the golf course or in the gym. He also enjoys travelling and spending time at his family cabin in Howe Sound.

Located in the Vancouver office of Richardson Wealth, Chris rounds out the Tax & Estate Planning team’s coast-to-coast support of Richardson Wealth’s Investment Advisors and their clients. Drawing upon the collective knowledge and experience of the Tax & Estate Planning team, he works closely with Investment Advisors to deliver comprehensive wealth planning services covering tax, financial, estate, insurance and investment planning needs to their clients.

With his engineering and corporate planning experience coupled with over two decades in the financial services sector, Chris brings his passion to the table in delivering comprehensive wealth planning solutions. Relishing the challenges brought forth by ever-changing tax and regulatory environments, he creates comprehensive, understandable, and practical solutions for our clients’ diverse financial needs.

Chris is a Certified Financial Planner® practitioner and has completed the Canadian Securities Course (CSC), the Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (IFIC). Chris has also completed certification (with honours) in the area of personal tax review and preparation.

Eleena Swan is an estate and insurance advisor who works closely with investment advisors to deliver comprehensive insurance planning services to their clients.

She has over 20 years of experience in the insurance industry and has developed an extensive knowledge of life and health insurance as well as complex insurance strategies. Eleena employs a dedicated, compassionate, holistic planning-based approach to assist clients with preserving their wealth so they can enjoy what they have worked so hard to build. Her dedication and compassionate approach ensures that plans are custom tailored to each client’s unique set of circumstances and delivered with a high level of care.

Eleena holds her Certified Financial Planner, Chartered Life Underwriter and Elder Planning Counsellor designations and is a life member of the Million Dollar Round Table (MDRT). Her passion for the industry has led her to volunteer her time and help others. She currently volunteers with the Advocis Programs Committee, and is a past vice-president of the Board of Directors at the Houston Chamber of Commerce as well as an MDRT Foundation Canada Board Member, which is the philanthropic arm of MDRT. Eleena also maintains memberships with the Financial Advisors Association of Canada (Advocis) and the Financial Planning Standards Council (FPSC).

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 over 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.