Richardson Partners Financial

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Richardson Partners Financial Employees

Employee
Years
Job
Industry
Simon Partington, CFP, CIM Simon Partington, CFP, CIM Toronto, Canada Area Details
Simon Partington, CFP, CIM's Richardson Partners Financial Experience January 2006 - January 2010
Job Investment Advisor & Financial Planner, Helping Plan your Financial Future
Industry Investment Management
Experience
Richardson GMP Limited  October 2005 - Present
East Coast Connected   July 2013 - January 2015
Richardson Partners Financial   January 2006 - January 2010
Richardson GMP  October 2005 - January 2006
Saint Mary's University  2004 - 2005

Skills
Wealth Management, Investments, Financial Planning, Retirement Planning, Financial Analysis, Asset Management, Portfolio Management, Insurance, Strategic Financial..., Asset Managment, Mutual Funds, Investment Advisory, Mergers & Acquisitions, Financial Services, Investment Strategies, Financial Modeling, Estate Planning, High Net Worth..., Asset Allocation, Financial Planners, Equities, Alternative Investments, Securities, Financial Advisory, ETFs, Wealth Management..., Investment Management

Education
Saint Mary's University   2000 — 2005
B.Comm & HR Certificate, Finance and Small Business & Entrepreneurship

Chris Blazejewicz Chris Blazejewicz Toronto, Canada Area Details
Chris Blazejewicz's Richardson Partners Financial Experience February 2007 - October 2009
Job Senior Network/Systems Administrator at Canam Solutions Inc.
Industry Computer Software
Experience
Canam Solutions Inc.   June 2014 - Present
Canam Solutions Inc.   June 2014 - June 2015
Robins Appleby LLP   May 2010 - May 2014
Robins Appleby & Taub LLP   May 2010 - August 2012
GMP Securities  October 2009 - May 2010
Richardson Partners Financial   February 2007 - October 2009
AMD  August 2005 - January 2007

Skills
Hardware, Virtualization, Technical Support, Microsoft Exchange, Blackberry Enterprise..., Active Directory, Microsoft Office, XP, VMware ESX, VMware, Information Technology, Disaster Recovery, Backup Exec, VMware Infrastructure, Servers, Autonomy iManage, Windows XP, DNS, Windows Server, Windows 7, SCOM, Hyper-V, Veeam, SAN, Storage Virtualization, Microsoft SQL Server, Microsoft Azure

Education
Centennial College   2003 — 2006
Advanced Diploma in Computer Systems Technology Networking, Co-op, Advanced Diploma in Computer Systems Technology Networking, Co-op

Chris Koltek Chris Koltek Winnipeg, Canada Area Details
Chris Koltek's Richardson Partners Financial Experience June 2005 - March 2010
Job Private Wealth Counsellor at GreatWest Life
Industry Financial Services
Experience
Great-West Life and Annuity Insurance Company  April 2010 - Present
Richardson Partners Financial   June 2005 - March 2010
Investors Group  1999 - 2005

Skills
Wealth Management, Investments, Retirement Planning, Mutual Funds, Financial Analysis, Strategic Financial..., Estate Planning, Investment Strategies, Asset Managment, Financial Services, Equities, Risk Management, Insurance, Portfolio Management, Investment Advisory, Financial Advisory, Asset Allocation, Business Analysis, Financial Modeling, Strategic Planning, Alternative Investments, Asset Management, Disability Insurance, Financial Planning, Options

Education
Queen's University   2003 — 2005
MBA

University of Manitoba   1992 — 1995
BA, Psychology, English

Carole Urias, CFP Carole Urias, CFP Winnipeg, Canada Area Details
Carole Urias, CFP's Richardson Partners Financial Experience 2006 - 2008
Job Advisor at Carole Urias Financial Services
Industry Financial Services
Experience
Carole Urias Financial Services   May 2015 - Present
W.P.G. The Wealth Planning Group   March 2008 - May 2015
Richardson Partners Financial   2006 - 2008
Rice Financial   2004 - 2005

Skills
Financial Planning, Investments, Wealth Management, Mutual Funds, Estate Planning, Insurance, Risk Management, Retirement Planning, Customer Service, Pensions, Investment Advisory, Term Life Insurance, Strategic Financial..., Retirement, Fixed Annuities, Wealth Management..., Certified Financial..., Critical Illness, Financial Planners, Financial Advisory, Wealth, Wealth Accumulation, Disability Insurance, Income Protection, Life Insurance, Financial Services, Investment Strategies, Personal Financial..., Investment Management, Asset Allocation, Group Benefit Plans

Education
Financial Planning Standards Council   2006 — 2008
Certified Financial Planner

University of Manitoba   1986 — 1989
Bachelor of Arts (B.A.), Bachelor Arts Social Sciences

Rebecca Horwood Rebecca Horwood Toronto, Canada Area Details
Rebecca Horwood's Richardson Partners Financial Experience November 2003 - November 2009
Job Director, Wealth Management & Portfolio Manager at Richardson GMP Limited
Industry Investment Management
Experience
Richardson GMP Limited  November 2009 - Present
Richardson Partners Financial   November 2003 - November 2009
Richardson Greenshields  September 1980 - September 1996
Canada Life Assurance Company  1978 - 1980

Skills
Wealth Management, Philanthropy, Estate Planning, Investments, Wealth, Retirement Planning, Public Speaking, Tax, Asset Management, Portfolio Management, Securities, Investment Strategies, Financial Services, Wealth Management..., ETFs, Financial Advisory, Investment Advisory, High Net Worth..., Finance, Alternative Investments, Mutual Funds, Asset Allocation, Investment Management, Equities

Education
School of Homeopathy   1998 — 2003
PDHom, Homeopathy

Ryerson University   1972 — 1976
BA, Merchandising

Maureen Glenn, B.A., CFP, FLMI Maureen Glenn, B.A., CFP, FLMI Toronto, Canada Area Details
Maureen Glenn, B.A., CFP, FLMI's Richardson Partners Financial Experience March 2006 - December 2009
Job Vice President, Tax & Estate Planning at Richardson GMP
Industry Investment Management
Experience
Richardson GMP  September 2014 - Present
Richardson GMP Limited  January 2010 - September 2014
Richardson Partners Financial   March 2006 - December 2009
The Quarry Sportsplex   2001 - 2005
Clarica Financial Services  April 1996 - August 2004
Prudential Assurance  1992 - 1994
Empire Financial  1986 - 1988

Skills
Wealth Management, Estate Planning, Retirement Planning, High Net Worth..., Investment Advisory, Financial Planners, Portfolio Management, Mutual Funds, Investment Strategies

Education
Laurentian University/Université Laurentienne
BA, Sociology

Etobicoke Collegiate Institute   1979 — 1984

John Sanchez John Sanchez Toronto, Canada Area Details
John Sanchez's Richardson Partners Financial Experience August 2005 - November 2009
Job Investment Advisor at Richardson GMP
Industry Financial Services
Experience
Richardson GMP Limited  November 2009 - Present
Richardson Partners Financial   August 2005 - November 2009

Skills
Estate Planning, Philanthropy, Investment Strategies, Investments, Financial Advisory, Wealth Management..., Personal Finance, Wealth Management, Wealth, Retirement Planning, Insurance, Hedge Funds, Mutual Funds, Trading, Financial Markets, Derivatives, Risk Management, Asset Management, Financial Planners, Finance, Investment Advisory, ETFs, Asset Allocation, Securities, Alternative Investments, Investment Management, Financial Services, Equities, High Net Worth..., Investment Banking, Portfolio Management, Bonds, Fixed Income, Strategic Financial..., Retirement, Financial Planning

Education
Ryerson University   1999 — 2003
B.Eng, Aerospace Engineering

Jean Vanier   1995 — 1999

Jean-Francois Richard, MBA Jean-Francois Richard, MBA Montreal, Canada Area Details
Jean-Francois Richard, MBA's Richardson Partners Financial Experience January 2006 - January 2010
Job Vice President, Professional Development Eastern Canada at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns  March 2012 - Present
Canaccord Wealth Management  January 2010 - January 2011
Richardson Partners Financial   January 2006 - January 2010
Richardson Partners Financial Ltd   2005 - 2006
CIBC Wood Gundy  1995 - 2005
Montreal Stock Exchange  1996 - 2002
Merrill Lynch  1999 - 2001

Skills
Investments, Wealth Management, Portfolio Management, Investment Strategies, Mutual Funds, Strategy, Financial Advisory, Wealth Management..., Investment Advisory, Wealth, Retirement Planning, Strategic Financial..., Relationship Management, Financial Markets, Business Development, Securities, Fixed Income, Pensions, Alternative Investments, Options, Global Recruiting, Bonds, Investment Management, Asset Allocation, Financial Services, High Net Worth..., Estate Planning, Retirement, Asset Managment, Hedge Funds, ETFs, Financial Planners, Financial Planning, Leadership Development, Equities

Education
Université de Sherbrooke, MBA   2002 — 2004
EMBA, Major

Canadian Securities Institute
Partners,Directors and Senoir Officers Course (PDO)

Université du Québec à Montréal
Adiministration

Paula Gascoigne Paula Gascoigne Montreal, Canada Area Details
Paula Gascoigne's Richardson Partners Financial Experience January 2008 - November 2009
Job Associate at Richardson GMP Limited
Industry Investment Management
Experience
Richardson GMP Limited  November 2009 - Present
Richardson Partners Financial   January 2008 - November 2009
CIBC Wood Gundy  October 2005 - January 2008
CIBC Wood Gundy  May 2003 - October 2005
CIBC Wood Gundy  January 2001 - May 2003
Merrill Lynch Canada Inc.  February 1999 - January 2001
Mamma.com  May 2000 - October 2000
RBC Dominion Securities  1996 - 1997
Marleau Lemire   1995 - 1997

Skills
Investments, Mutual Funds, Wealth Management, Securities, Fixed Income, Equities, Strategic Financial..., Asset Allocation, Financial Services, Risk Management, Portfolio Management, Alternative Investments, Investment Advisory, Asset Management, Investment Strategies, Financial Planning, Retirement Planning

Education
CEGEP - John Abbott College   1990 — 1993
D.E.C., Pure & Applied Scienes

V.C.H.S.   1985 — 1990

Sally Foote Sally Foote Toronto, Canada Area Details
Sally Foote's Richardson Partners Financial Experience May 2004 - June 2008
Job
Industry Financial Services
Experience
Gluskin Sheff + Associates  June 2010 - November 2011
InViVo Communications Inc  July 2008 - May 2010
Women of Influence Inc  April 2009 - July 2009
Richardson Partners Financial   May 2004 - June 2008
CIBC Securities, Managed Investment Products   April 2002 - April 2004
Matchstick Inc   January 2003 - December 2003
Creative Force Network Ltd   June 2001 - April 2002

Skills
Marketing, Marketing Strategy, Strategic Planning, Leadership, Program Management

Education
Humber College   2000 — 2001
Ontario Graduate Certificate

Western University   1995 — 1999
Bachelor of Arts

Lycée Canadien en France   1994 — 1995
OSSD

Leaside High School   1990 — 1995
OSSD

Stanley Eng Stanley Eng Toronto, Canada Area Details
Stanley Eng's Richardson Partners Financial Experience May 2003 - February 2008
Job
Industry Financial Services
Experience
CIBC  March 2008 - Present
Richardson Partners Financial   May 2003 - February 2008
Fidelity Investments Canada Ltd.  2002 - 2003
Fidelity Intermediary Servies   2001 - 2002
RBC Dominion Securities  1985 - 1998

Skills
Strategic Planning, Change Management, Business Analysis, Risk Management, Coaching, Budgets, Business Strategy, Project Management, Process Improvement, Operations Management, Team Leadership, Team Building, IT Strategy, Business Process..., Vendor Management, CRM, Banking, Business Intelligence, Financial Services, Integration, SDLC

Education
Ryerson University
Applied Computer Science

Sarah Fleming Sarah Fleming Toronto, Canada Area Details
Sarah Fleming's Richardson Partners Financial Experience 2007 - 2008
Job Sales and Marketing Associate at Picton Mahoney Asset Management
Industry Financial Services
Experience
Picton Mahoney Asset Management  2012 - Present
RBC Royal Bank  June 2011 - August 2011
Richardson GMP Limited  March 2008 - July 2010
Richardson Partners Financial   2007 - 2008
Monarch  2003 - 2005
Monarch  2003 - 2005

Skills
Financial Planning, Customer Relations, Problem Solving, Customer Service, Administration, Business Planning, Market Research, New Business Development, Financial Analysis, Research, Investments, Business Analysis, Portfolio Management, Asset Management, Leadership, Management, Strategic Financial..., Strategy, Asset Allocation, Business Development, Asset Managment

Education
The University of British Columbia   2010 — 2012
MBA, Strategic Management, Sauder School of Business

The Hong Kong University of Science and Technology   2011 — 2011
MBA, Exchange

Western University   2003 — 2007
BMOS, Management and Organizational Studies

MDHS

Aaron Porter, CFA Aaron Porter, CFA Ottawa, Canada Area Details
Aaron Porter, CFA's Richardson Partners Financial Experience March 2008 - October 2008
Job Director, Portfolio Analysis at Minto Group Inc.
Industry Real Estate
Experience
Minto Group Inc.  March 2015 - Present
Minto Group Inc.  February 2014 - February 2015
Minto Communities  March 2012 - January 2014
Minto Group Inc.  October 2008 - March 2012
Richardson Partners Financial   March 2008 - October 2008
Richardson Partners Financial   July 2007 - February 2008

Skills
Financial Analysis, Valuation, Financial Modeling, Management, Business Analysis, Real Estate Development, Economics, Investments, Forecasting, Wealth Management, Financial Reporting, Strategic Planning, Budgets, Strategic Financial..., Finance, Asset Management

Education
CFA Institute   2006 — 2008

Carleton University   2002 — 2006
Commerce, Finance and Accounting

Kevin Paterson Kevin Paterson Toronto, Canada Area Details
Kevin Paterson's Richardson Partners Financial Experience February 2005 - January 2010
Job Director, Major Initiatives at CIBC
Industry Financial Services
Experience
CIBC  July 2013 - Present
CIBC Wealth Management  May 2012 - June 2013
GMP Securities  January 2010 - May 2012
Richardson Partners Financial   February 2005 - January 2010
Fidelity Investments Canada ULC  2003 - 2005

Skills
Wealth Management, Securities, Mutual Funds, Business Analysis, Investments, Vendor Management, Data Center, Credit, Equities, Financial Services, Options, Portfolio Management, Relationship Management, Risk Management, Strategic Financial...

Education
University of Manitoba   1994 — 2000
Bachelor of Commerce (B.Com.), Marketing

Fred Chi Fred Chi Toronto, Canada Area Details
Fred Chi's Richardson Partners Financial Experience September 2007 - December 2009
Job SAN Technical Specialist at CIBC
Industry Financial Services
Experience
CIBC  February 2011 - Present
GMP Securities / Richardson Partners Financial   September 2007 - February 2011
Richardson Partners Financial   September 2007 - December 2009
PSiGate   June 2000 - August 2007
China Construction Bank  July 1992 - March 1999

Skills
Virtualization, Disaster Recovery, SAN, Networking, Cisco Technologies, Enterprise Architecture, Storage Area Networks, ITIL, Security, Servers, VMware ESX, VMware, Storage, Solaris, Solution Architecture, IT Strategy, Vendor Management, IT Operations

Education
Hitachi

Hitachi

Hitachi

Qingdao University
Bachelor Degree, Computer Engineering