Meet Our Team

Greg Phillips FCSI®, CIM®, FMA
Portfolio Manager, Investment Advisor
Tel: 604.678.3649

Greg graduated with honours from the Sauder School of Business Commerce program at the University of British Columbia (UBC). With almost two decades of experience in wealth management, and licensed in Alberta, British Columbia, Manitoba, Ontario and Quebec, he holds both the Chartered Investment Manager (CIM) designation, which allows him to provide discretionary money management services to affluent families and institutional clients, and the Financial Management Advisor (FMA) designation. Greg is also a licensed insurance advisor, broadening his level of knowledge of wealth management strategies well beyond the scope of basic financial planning. Greg is a Fellow of the CSI (FCSI), considered the highest honour in Canadian financial services.

Greg is responsible for the construction, monitoring and maintenance of portfolios for clients in Canada. This includes the analysis, due diligence, selection and monitoring of securities and third-party managers, including equities and fixed income, private equity, investment funds and alternative strategy funds.

Extending beyond just investments, Greg understands the importance of holistic wealth management which encompasses planning for today and whatever the future may have in store. Greg works closely with clients’ professional advisors and our in-house tax & estate planning professionals to develop customized plans to address any estate, tax, philanthropy, insurance, business succession and intergeneration wealth planning clients may require. He is also experienced in divorce-specific financial analysis and support, helping clients navigate the divorce process to confidently move forward with their lives.

He resides in North Vancouver with his wife, Rebecca, their daughters, Fiona and Sonya, and their black lab Aengus. He enjoys playing hockey, mountain biking, and golfing throughout the year and holds a Black Belt in Shaolin Kung Fu. Greg and his team are also dedicated to giving back, donating annually to various charities and local food banks in Canadian cities where their clients live.

Lori Wright
Tel: 604.678.8558

Lori began her career in the financial services industry in the Syndication Department.  She left the industry to raise her daughters, while living in Montreal and Maui.  She returned to Vancouver in 1996 and has held long term positions at CIBC Wood Gundy and Richardson Wealth.  Lori was one of the first employees at GMP Private Client (now Richardson Wealth) when they opened their offices in 2005 in Vancouver.  With over 25 years of Investment Industry experience in roles as Branch Administrator and Associate Advisor, she has a wealth of experience. 

Lori is committed to a high level of client service and accuracy.  Client relationships are of utmost importance to Lori.  She will make a sincere commitment to work alongside clients to understand their unique situations and goals.  Lori is fully licensed as an Associate.  

Lori is a long term resident of Steveston Village in Richmond.  She lives with her husband Bernie and their puppy, Reese.  When she isn't working, she spends time with her family and is an active cyclist and trail runner.

Graydon Harris
Tel: 604.678.8557

Graydon graduated with a Bachelor of Management & Organizational Studies in Finance & Consumer Behaviour from Western University. Before joining Richardson Wealth, he worked as a quantitative analysis assistant at a boutique investment firm in Toronto. He has since completed the required Canadian Securities Institute programs to be a licensed, Investment Representative. Graydon oversees much of the day-to-day administrative tasks from opening and updating accounts, cash transfers, to documentation required for many of the unique investments clients participate throughout the year. As an Investment Representative he also assists with client’s equity, fixed income and investment fund trading. In addition to a background in finance, Graydon has experience in the field operations of a number of early stage resource companies; ranging from ground floor roles (soil sampler, core cutter, drill helper) to higher-level roles in investor relations and capital markets. He also has experience as a distinguished, licensed fishing guide, managing and supervising fishing trips and operations. When not on the water, Graydon can be caught cheering on the Buffalo bills or playing golf.

Hailey Andrews
Tel: 604.678.6582

Hailey graduated with a Bachelor of Business Administration degree and Marketing concentration at Wilfrid Laurier University in Waterloo, ON. While in high school and university, Hailey worked in the finance industry working with an advisory firm near Toronto. She is skilled at account documentation, maintaining positive relationships with clients, and supporting her advisory team.

While attending university, Hailey played for the varsity women’s soccer team. She hopes to continue playing soccer for a team in Vancouver. Growing up in London, ON, Hailey has moved to Vancouver for the mountains and outdoors. During her free time, she enjoys being active, going to the gym and skiing in the winter.

Chris Harrison

Financial Planner


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 CFP®, CLU, EPC

Estate & Insurance Advisor


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).

Gorav Seth

Director, Head of PCCMP


Gorav has worked for over 16 years in corporate finance and investment banking at leading independent investment dealers in Canada.  His areas of expertise include Canadian capital markets, corporate finance, accounting, and M&A. 

Gorav currently serves as the Head of Capital Markets for Richardson Wealth, the largest independent wealth manager in Canada and sits on the investment committee for the firm. He is responsible for of all new issues for the firm, including public and private offerings, real estate, structured products, and structured notes.  Gorav is also involved in generating new investment ideas while filtering issuers and identifying risks/opportunities for the firm’s $36b network of HNW retail investors and private family office clients. 

Prior to his role at Richardson, Gorav spent several years in investment banking at GMP Securities (now Stifel GMP) working in diversified industries and special situations. During his career, Gorav has successfully advised clients on transactions ranging from M&A and restructuring to IPOs, RTOs, and underwriting. Gorav has completed over $6 billion of lead transactions during his tenure in the capital markets and has worked alongside family office to deploy capital into many late-stage venture companies across a variety of sectors including blockchain technology, entertainment/media, cannabis, and brown field mining exploration.

Romain Marguet

Vice President, Alternative Investments


Mr. Marguet joined Richardson Wealth in January 2016 and is responsible for the oversight of the alternative asset platform for the firm, as well as origination of new alternative products. A role that sees him working in various capacities with asset managers in the hedge fund, private equity, private debt and venture capital asset classes. Mr. Marguet started his career in the financial services industry in 2000 with BMO Nesbitt Burns. He has held increasingly senior positions in Canada and internationally. Prior to joining Richardson Wealth Limited, he worked for a long-standing hedge fund manager and a boutique private equity firm in Toronto and overseas. Prior to working abroad, Mr. Marguet held the position of Vice President with Raymond James, a Fortune 500 company that had recently established its presence in Canada. Mr. Marguet received an Hon. B.A. in Economics from the University of Toronto in 2003. He is currently active on various industry boards and committees and fluent in both French and English.