B.Sc.Econ, CFP®, FCSI, AIFP™
Director, Wealth Management
With over 28 years in the financial services industry, Greg has earned the trust and respect of clients and industry colleagues alike for his leadership, sound judgment, and dedication to client service. With a conservative long term approach, he develops integrated solutions in risk-reduced portfolios while incorporating appropriate investment diversification to meet each client’s unique circumstance. Prior to joining Richardson Partners Financial, now Richardson GMP Limited, Greg was a Senior Financial Planner at ScotiaMcLeod where he was named to the distinguished Executive Council three years running, and appointed to the Advisory Council, a group dedicated to industry excellence. In 2005, Greg was named one of Calgary’s “Top 40 Under 40”, an elite group recognized for their outstanding contributions to both Business and the Community. Greg completed his Bachelor in Economics from the University of Saskatchewan and his CFP® and was named a Fellow of the Canadian Securities Institute. He also holds CIM®, FMA designations and options trading and Level II Insurance licenses. Greg is one of the few Investment Fiduciaries (AIFP™) in Canada.
CIM®, FCSI, FMA, AIFP™
Director, Wealth Management
With over 32 years of investment industry experience, Lori has developed the skills to assist families and business owners with a complex and creative array of innovative solutions from wealth planning to estate and succession planning and charitable giving, all with a sensitivity for the personal impact of change on both families and businesses. Lori was previously a Senior Financial Planner at ScotiaMcLeod where she was named to the Executive Council three years running. She has a background in business and entrepreneurship, with a working and first-hand knowledge of farming and agriculture. In addition to pursuing Business Administration at SAIT, Lori achieved her CIM®, PFP and FMA designations, and was named a Fellow of the Canadian Securities Institute in 1987. She is currently working toward the CLU designation and maintains a Level II Life Insurance License. Lori is one of the few Investment Fiduciaries (AIFP™) in Canada.
We are proud to introduce Chelsea LeBlanc as the newest member of our team. Chelsea brings deep experience within the financial industry. As an associate she will be running our new “Financial Concierge” service. This places her as your main contact for everything connected to the administration of your account – including making sure that you are using all relevant complimentary services available.
Chelsea joined Richardson GMP in February 2014. Prior to RGMP, she worked at Nesbitt Burns as Operations Supervisor and Compliance Officer. Chelsea and her husband travel regularly to Mexico to visit family and have even adopted two dogs from the Puerto Vallarta SPCA. Chelsea is looking forward to getting to know all of you and extending the personalized service you deserve.
Avi has over 5 years of experience in the financial services industry, including managing customer service at a chartered bank. Avi handles account administration and assists clients with the operation of their account. She has get it done attitude and looks forward to helping you.
B.Sc., Communications and Economics
Jocelyn Smith is a graduate from the University of Calgary with a degree in Communications and Economics, she has a good understanding of the economic marketplace. Jocelyn has a “can-do” attitude as seen with her accomplishments with the Calgary Aquabelles Synchronized Swimming Club. She competed at a national level and was given the opportunity to train with members and choreographers of Cirque Du Soleil. Jocelyn is an avid traveler and recently returned from a winter abroad in India. Jocelyn will be assisting clients with any administrative queries you may have and looks forward to hearing from you.