Richard has over 37 years of experience in the investment industry, with a strong track record of managing wealth for both individual clients and businesses. Richard holds a Bachelor of Arts in Economics from Western University and a Business Administration Diploma from Wilfrid Laurier University.

Richard's other interests include enjoying the outdoors, sports, cycling, hockey, and boating. He enjoys spending time at his family cottage in Long Point. Richard supports many charitable organizations annually. He stays connected with the Western Mustangs football team through coaching the offensive line and providing mentorship on and off the field. Richard had a successful CFL career playing left tackle for the Winnipeg Blue Bombers, highlighted by winning the Grey Cup in 1984.

Jaime has over seven years of experience in the financial services industry and has cultivated well-rounded expertise in Wealth Advisory. Jaime’s journey began in 2018 while completing her Bachelor of Commerce degree at Fanshawe College in London, ON. She joined the industry early and discovered her passion for delivering exceptional client service, which allowed her to thrive in her role. As a high performer, Jaime joined the Private Wealth Management Segment, where she learned how to simplify the complexity of managing wealth for her clients and supported them in areas such as banking, credit solutions, investment management, and tax and estate planning. Jaime believes in building strong long-term relationships with her clients and delivering a comprehensive approach to managing their wealth.

Jaime is a passionate lifelong learner and has completed several industry licensing courses the Derivatives Fundamentals and Options Licensing course (DFOL). Currently, Jaime is pursuing an MBA degree at McMaster University and working towards completing the Chartered Investment Management (CIM) Designation.

Outside of work, Jaime is actively involved in her community with Girl Guides of Canada as a mentor and guiding leader, where she is dedicated to helping young girls and women develop leadership skills and build confidence. Jaime resides in Grand Bend, ON with her husband Joshua, where they enjoy road cycling, working on personal renovation projects, and spending time on the family farm.

With over 12 years of experience working as an Administrative Assistant for Richard, Michelle has strong experience creating and implementing marketing packages, providing excellent customer service for clients, and keeping all social media accounts up to date. She obtained her bachelor's degree from Wilfrid Laurier University and is currently pursuing her master's degree at Western University. She also has a diploma and a post-graduate certificate from Conestoga College.

When Michelle is not working, she enjoys hiking with her two dogs, traveling, playing the violin, and spending time at her family cottage in Long Point.