Our team - Broadley and Associates

Rebecca has over 20 years’ experience in the financial industry. The product of an entrepreneurial family, Rebecca understands the value of hard work — and wants to help her clients preserve the wealth they’ve earned from theirs. She works closely with clients who are committed to diligent wealth planning, looking at cash flow, updating wills, reviewing insurance, and analyzing business financials to enhance the outcomes.

Having studied at Mount Royal University and the University of Calgary, Rebecca is fluent in French, conversational in Spanish, and studying Japanese. She holds Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. She began her career at TD Canada Trust as a financial advisor, which she followed with roles as a broker’s associate at JF Mackie & Company, a financial planner at BMO, and an investment advisor at BMO Nesbitt Burns. In 2024, Rebecca, alongside her team at Broadley and Associates, joined Richardson Wealth.

Rebecca has mentored finance students at the Southern Alberta Institute of Technology (SAIT) since early 2022 and volunteers with various community organizations, including the Calgary Public Library and the Calgary Patriots Swim Club. In her spare time, she and her family enjoy hiking, kayaking, and spending time in the mountains. She has two cats (adopted from the Meow Foundation) and enjoys trying new recipes and restaurants, badminton, ice skating, snowshoeing, and travel.

Tel: 403.260.3863

Preston.Howell@RichardsonWealth.com

Preston brings 15 years of financial industry experience to his role at Broadley and Associates. He focuses on comprehensive wealth planning and portfolio management, assisting clients with cash flow strategies, intergenerational wealth transfers, estate planning, retirement planning, and tax planning.

Originally intending a career in geology, Preston was drawn to the financial industry after taking an investment and financial planning class and recognizing many people faced the same hurdles his own parents had — a lack of quality advice and reliable guidance. He turned his focus to finance — and an Applied Degree in Financial Services at Mount Royal University — after realizing he could help make a positive impact.

Preston began his career at BMO as a financial planner, then took on a role as an investment advisor at BMO Nesbitt Burns where he joined Broadley and Associates. He holds a designation as a Certified Financial Planner (CFP®).

When he’s not at work, Preston, alongside his wife, his two children and their Bernese mountain dog enjoy camping, bike rides, the outdoors, and football. He has volunteered with the Entrepreneurial Adventure Program.

Tel: 403.260.3864

Joanne.Bosgra@RichardsonWealth.com

With a career spanning over 20 years in the financial services industry, Joanne is a seasoned client experience specialist with a robust understanding of Canada’s regulatory environment.

During Joanne’s tenure at a bank-sponsored brokerage firm, and a Calgary-based boutique global discretionary wealth management firm, she gained extensive experience in client relationship management, including documentation maintenance, facilitating trade requests, front-office operations, and streamlining daily activities for optimal efficiency and consistency.

Joanne's unwavering commitment to excellence in client service and nurturing strong relationships has been the driving force behind her success. Her ability to foster trust and deliver exceptional experiences has earned her a reputation as a valuable asset in the industry.

Beyond her professional pursuits, Joanne finds joy in traveling and spending quality time with her family. She is also actively involved in supporting Calgary's Seniors Secret Service, a non-profit organization dedicated to providing cheer to isolated seniors.

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 nearly 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.

Based in our Toronto corporate office, David works with Investment Advisors and Tax & Estate Planning partners to provide detailed risk management analysis, as well as develop and present insurance-based planning solutions for clients. With a deep understanding of the range of insurance products in the marketplace, David is keenly adept at conveying what are sometimes complex concepts into more client-friendly terms.

With over 20 years of experience working with affluent Canadian families and business owners, David can determine any gaps clients may face in mitigating risk and identify opportunities they can capitalize on to enhance their lifestyle and legacy.

A strong proponent of continuing education, David holds several industry designations, including his CFP®(Certified Financial Planner), TEP (Trust & Estates Practitioner), and Master Financial Advisor, specializing in Philanthropy.

When not working on his music, David spends much of his free time with his own three rescue dogs and frequently dog-sits for his kids.

Based in Winnipeg, Chris expertly applies his accounting and legal experience to collaborate with advisors and their clients to identify wealth, and tax and estate planning opportunities. He takes a pragmatic and candid approach to helping clients meet their overall financial goals and objectives.

Chris began his professional career as an accountant in private practice at Ernst & Young LLP. After being called to the Manitoba Bar, he joined Canada Life as in-house counsel and subsequently transitioned to the role of Wealth & Tax Planning Consultant, where he spent several years working extensively with advisors providing advice to their high-net-worth clients. Chris also has experience practicing law as an estate planning and administration lawyer with one of Western Canada’s pre-eminent law firms.

Chris obtained an HBA from the Ivey Business School and a J.D. from Robson Hall Faculty of Law. He holds a CPA, CA and is a member of the Society of Trust and Estate Practitioners (STEP).

Extended team