Who we are

As a Portfolio Manager and Investment Advisor, Susan builds and manages client portfolios to help them meet their goals. She’s energized by helping clients answer big life financial questions and seeing them achieve their financial goals. Financial literacy and empowerment are important to her and she produces a YouTube channel helping demystify financial concepts.

While in the BBA program at Wilfrid Laurier University, Susan held co-ops at several international finance and accounting firms. Through those roles, she realized that while she loved the analytical piece, it was having an impact on individual lives, not corporations, that mattered most to her. After graduation in 2012, she joined a boutique wealth management firm before bringing her practice to Richardson Wealth in 2022.

In addition to a BBA, Susan has her CFA® and CFP® designations.

Outside of work, she enjoys baking and cooking, staying active by working out, playing soccer, and volleyball, and going for hikes. Susan is a member of the Plugin society and a volunteer at Kitchener Waterloo Community foundation.

As an Associate Investment Advisor, Jason offers all-around support to the team, onboarding clients, keeping paperwork up to date, executing trades, advising clients, and helping to develop financial plans.

With a passion for studying economics and the inner workings of the financial markets from an early age, Jason attended Conestoga College, receiving a three-year Advanced Diploma in Business Administration and Financial Planning in 2015. After graduation, he joined a major financial institution as a client advisor before taking a post at a boutique wealth management firm as an Investment Advisor and Portfolio Manager Assistant. He joined Richardson Wealth in 2022.

Jason also holds his CFP® and CIM® designations.

When he’s not working with clients or alongside the team, Jason likes spending time cooking or exercising at the gym.

With a keen interest in the industry and an analytical mind, Mukesh works alongside team members to incorporate recent advances in retirement income optimization into clients’ plans and source answers to whatever questions arise. He’s always searching for better ways to solve a problem or optimize a process.

Mukesh graduated from the University of Waterloo in Winter 2022 with a bachelor of Mathematics/Financial Analysis and Risk Management. He has completed his CFA level 1.

In his spare time, Mukesh enjoys playing soccer, watching movies, singing, and dancing. He loves cooking and trying new cuisines. He was born in Mauritius and can speak five languages.