Meet our team

Good, sound advice makes a difference.

Douglas Goodman and Philip Richmond have been friends for over 35 years and business partners for over 20 years. They bring a unique combination of education, experience, and perspective to provide the best wealth and investment disciplines to our successful and loyal clients. Richmond | Goodman Wealth Management advises our clients about their wealth differently than what you have experienced before. First and foremost we function as a team.

A team operates differently than a single advisor. Better ideas are forged through careful and constructive analysis from multiple viewpoints. We constantly remind ourselves of past experiences which contrasts human natures’ habit of repeating prior mistakes. Our disciplines are well thought out, executed and improved by the team as a whole. Furthermore, our client service never goes on holiday.

We joined Richardson Wealth Limited - Canada’s leading independent wealth management firm - as Partners and Directors in 2005. The Richmond | Goodman Wealth Management team has advanced and refined wealth and investment disciplines into a truly unique approach. We invite you to experience the opportunity we offer by exploring our website, visiting our blog or contacting us directly to learn more.

Tel: 416.941.6714

Douglas.Goodman@RichardsonWealth.com

Since 1987, Douglas has built a solid foundation of experience, through a progression of senior roles with a Canadian Chartered Bank, a bank owned wealth management firm, and a boutique Investment Counsellor. In 2005 Douglas (and Philip) partnered with Richardson Wealth to combine their best practices and past experiences to provide the best opportunities to their clients. To this day, that foundation thrives.

Douglas has earned the designations of Portfolio Manager and Certified Investment Manager. He is also a Fellow of the Canadian Securities Institute.

A graduate of the University of Western Ontario, Doug is actively involved with a number of charities and non-profit organizations focusing on Canada’s youth. Douglas lives in Toronto with his wife and 3 sons.

Tel: 416.941.6711

Philip.Richmond@RichardsonWealth.com

Philip began his financial career in 1992 at a leading Toronto retirement planning firm. A solid foundation of experience and knowledge was further forged at a bank-owned wealth management firm and a boutique Investment Counsellor. In 2005 Philip (and Douglas) partnered with Richardson Wealth to combine their best practices and past experiences - to provide the best opportunities to their clients. We believe in a fair and open culture that strives to continuously improve.

Philip has earned the Portfolio Manager designation, Professional Financial Planning designation and Certified Investment Manager (Canadian Securities Institute) over his 22 years.

Philip studied at Upper Canada College in Toronto, and earned a degree in Economics from Queen's University in 1986. He is actively involved with a number of charities and foundations focused on children’s special needs in Ontario.

Tel: 416.941.6715

Tina.Fattore@RichardsonWealth.com

Tina Fattore

Associate Investment Advisor

Tel: 416.941.6715

Email: Tina.Fattore@RichardsonWealth.com

Tina has been in the financial services industry for more than 15 years, and has over 20 years experience in customer service. She earned her Bachelor of Science degree from the University of Toronto. After 5 years with a major bank, Tina transitioned to independent, leading-edge wealth management in 2003. Drawing on her experience in real estate, retail, transportation, and upper management, Tina provides professional support and has a commitment to a high client service level.

Sylvia works closely with Investment Advisors and their clients to explore and identify issues that address clients’ overall wealth planning needs. She helps clients formulate objectives, understand issues and strategies and facilitates implementation of their goals. Sylvia understands the sensitive issues relating to family dynamics and wealth transfer.

Sylvia is an estate planning lawyer with many years of experience. Prior to joining Richardson Wealth, she was a principal in her own strategic wealth planning firm and also spent many years in the financial industry dealing with wealth planning solutions for high net worth clients.

Sylvia has been an instructor at Humber College School of Business and at the Bar Admission course at the Law Society of Upper Canada. She is a member of the Society of Trust and Estate Practitioners and the Estate Planning Council of Toronto. She is a seasoned presenter on topics of importance to high net worth families.

Located in our Toronto office, Pinal works collaboratively with our Tax & Estate team to help provide best-in-class solutions to investment advisors and their clients. He brings depth of experience and technical expertise in answering financial planning questions and developing strategies. Pinal establishes comprehensive personalized wealth plans detailing client priorities which clarify their long-term objectives and provide peace of mind as clients plan the transfer of their wealth to the next generation.

Pinal has many years of experience in the financial services industry in various capacities. Throughout his tenure in his previous roles, Pinal has provided financial advice to affluent Canadians. Pinal has a Bachelor of Commerce degree from Ryerson University and is a Certified Financial Planner practitioner. He has also completed the Canadian Securities Course (CSC), Wealth Management Essentials (WME), and Professional Financial Planning Certification (PFPC).

Sean collaborates with advisory teams and their clients to develop wealth planning strategies and to deliver integrated solutions addressing their unique needs.

Sean is an accountant with experience in Canadian and U.S. tax planning for high-net-worth individuals, with a focus on integrated cross-border wealth, estate, and trust matters. Before joining Richardson Wealth, Sean was at a multi-national accounting firm practicing in the private client group.

Sean participates in the development of thought leadership content delivered by our Tax & Estate Planning team. He has appeared in The Globe and Mail and has authored and contributed to several articles for BorderCrossings, a Thomson Reuters publication with insightful commentary on crossborder issues faced by Canadians and U.S. citizens. He is also a facilitator in the Chartered Professional Accountants of Canada’s In-Depth Tax Program.

Sean is a U.S. Certified Public Accountant, a member of the Society of Trust and Estate Practitioners, and holds a Master of Taxation from the University of Waterloo.

Jason has a well-rounded knowledge of the Insurance industry having worked at all levels of the business. He has worked at the manufacturer level, at the distributor level and, most importantly, as an Independent Insurance Broker and business owner.

Jason’s financial and accounting backgrounds allow him to take a comprehensive approach to advanced Estate and Insurance planning for clients. His ‘educate first’ approach resonates well with clients, who feel that his solution-based recommendations are tailored to their individual needs.

Jason earned a Bachelor of Business Administration with Honors in Accounting and Corporate Finance in 1999 from the University of New Brunswick. He began working on his CA (Chartered Accountant) with Deloitte and Touche in 2001 after taking a sabbatical to train and try out for the Canadian Olympic Swim Team. Upon returning to the work force Jason completed the CSC (Canadian Securities Course) and earned his CFP (Certified Financial Planner) designation in 2003.

*Insurance services offered through Richardson Wealth Insurance Services Limited.