RICHARDSON WEALTH - Key Persons
Job Titles:
- Associate Wealth Advisor, Associate Portfolio Manager
Adam is responsible for meeting preparation, market evaluations, servicing client requests and preparing retirement assessments.
Adam graduated with a B.Comm.(Hons) from the University of Manitoba and has been with the Miles Wealth Management Group since 2013.
Like Benji, Adam is also from Brandon and an avid hockey fan too and keeps his passion alive by assisting AAA hockey and going to Jets games.
During the summer, Adam, his wife Kim, their new daughter and their 8lb Miniature Schnauzer, Bentley, enjoys spending time with family and their family cabin in Lac Du Bonnet.
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).
Eleena Swan is an estate and insurance advisor who works closely with investment advisors to deliver comprehensive insurance planning services to their clients.
She has over 20 years of experience in the insurance industry and has developed an extensive knowledge of life and health insurance as well as complex insurance strategies. Eleena employs a dedicated, compassionate, holistic planning-based approach to assist clients with preserving their wealth so they can enjoy what they have worked so hard to build. Her dedication and compassionate approach ensures that plans are custom tailored to each client's unique set of circumstances and delivered with a high level of care.
Eleena holds her Certified Financial Planner, Chartered Life Underwriter and Elder Planning Counsellor designations and is a life member of the Million Dollar Round Table (MDRT). Her passion for the industry has led her to volunteer her time and help others. She currently volunteers with the Advocis Programs Committee, and is a past vice-president of the Board of Directors at the Houston Chamber of Commerce as well as an MDRT Foundation Canada Board Member, which is the philanthropic arm of MDRT. Eleena also maintains memberships with the Financial Advisors Association of Canada (Advocis) and the Financial Planning Standards Council (FPSC).
Kevin is the newest team member and is responsible for helping the team with administrative tasks including processing requests, meeting preparation, account maintenance and documentation.
Kevin previously worked for Richardson Partners Financial and after leaving the industry for several years, he is excited to be back and eager to work with the Miles Wealth Management Group.
On the personal side, Kevin has two children and a cat named Milo. He has been married to Erin for 18 years, and together they enjoy curling and supporting their children's activities.
When not focusing on family activities, Kevin enjoys spending time with neighbours and friends and traveling.
Job Titles:
- Associate
- Investment Advisor
- Associate Investment Advisor Tel
Leah is responsible for account documentation, monetary requests and transfers and daily administrative tasks such as marketing, insurance and estates processing.
Leah graduated with a B.A. from the University of Winnipeg. She has been working with Richardson Wealth since 2015 and with the Miles Wealth Management Group since 2017.
Although Leah is also an enthused traveler herself, she prefers to stay home during the warmer months to enjoy our beautiful summers in Manitoba.
When she is not camping, golfing, or at the cabin in Lac Du Bonnet, you can find her taking long walks with her adopted dog, Ollie.
Ollie considers herself an animal actress as she (along with Leah) has appeared in the movie A Dog's Journey and even taken acting classes!
Job Titles:
- Accountant With Experience in Canadian
- New Hampshire ), MTax, TEP
- U.S. Certified Public Accountant
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.
Job Titles:
- Instructor at Humber College School of Business and at the Bar Admission
- Vice President, Tax & Estate Planning
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.