Richardson Wealth (USA) Limited

Christopher Housepian is a financial advisor with Richardson Wealth (USA) Limited, holding 10 years of industry experience. He has been with Richardson GMP Limited since 2013, where he serves as Vice President and Associate Portfolio Manager. Richardson Wealth (USA) Limited provides discretionary investment management to individuals, trusts, estates, and corporate clients, using both fundamental and technical analysis along with strategic and tactical asset allocation to tailor portfolios to client objectives and risk tolerance. The firm serves a wide range of investors through managed account programs and acts as an ERISA/IRC fiduciary for retirement plan rollovers.

Rahim Chatur is a CFA® charterholder with 13 years of industry experience and holds a Series 63 license. He has been with Richardson Wealth (USA) Limited since 2015 and also works with Richardson Wealth Limited in Canada. Outside of his advisory role, he serves on the Canada Economic Planning Committee, focusing on strategies for stable housing for low-income families. Richardson Wealth (USA) Limited provides discretionary investment management to individuals, trusts, estates, and corporate clients, offering managed account programs and retirement plan rollover assistance. The firm employs both fundamental and technical analysis with strategic and tactical asset allocation, tailoring portfolios to client objectives and risk tolerance.

David Friesen is a financial advisor at Richardson Wealth (USA) Limited with five years of industry experience. He has been affiliated with Richardson Wealth Limited since 2009. Outside of his advisory role, Mr. Friesen serves as a director of Hope Shares Canada, a charity that provides community resources in a South African region affected by high rates of AIDS. Richardson Wealth (USA) Limited provides discretionary investment management to individuals, trusts, estates, and corporate clients, serving both non-high-net-worth and high-net-worth investors. The firm employs fundamental and technical analysis with strategic and tactical asset allocation across various investment vehicles, tailoring portfolios to client objectives and risk tolerance.

William Mactaggart is a financial advisor with Richardson Wealth (USA) Limited, holding four years of industry experience. His work history includes roles at Richardson Wealth Insurance Services Limited, Downtown Guelph Business Association, and The Oaktree Project. Richardson Wealth (USA) Limited provides discretionary investment management to individuals, trusts, estates, and corporate clients, serving both non-high-net-worth and high-net-worth investors through various managed account programs and retirement plan rollover services. The firm employs both fundamental and technical analysis with strategic and tactical asset allocation to tailor portfolios according to client objectives and risk tolerance.

Alexander Senkiw is an advisor with Richardson Wealth (USA) Limited, holding seven years of industry experience. He has been with Richardson GMP Limited since 2015. Outside of his advisory role, he is a part-owner of Bambuda Lodge, a resort in Panama, from which he receives income but has no day-to-day involvement. Richardson Wealth (USA) Limited provides discretionary investment management services to individuals, trusts, estates, and corporate clients. The firm serves a range of investors through managed account programs, combining fundamental and technical analysis with strategic and tactical asset allocation to tailor portfolios according to client objectives and risk tolerance.

Michael Hryn is a financial advisor with Richardson Wealth (USA) Limited, holding four years of industry experience. His work history includes roles at Richardson Wealth Insurance Services Limited, Richardson GMP (USA) Limited, and Richardson Wealth Limited, spanning up to 13 years. Outside of finance, he has been involved with the Art Gallery of Guelph and The Oaktree Project. Richardson Wealth (USA) Limited provides discretionary investment management to individuals, trusts, estates, and corporate clients, serving both non-high-net-worth and high-net-worth investors. The firm employs fundamental and technical analysis with strategic and tactical asset allocation across various asset classes, tailoring portfolios to client objectives and risk tolerance.

Scott Baillie is a financial advisor with Richardson Wealth (USA) Limited, holding seven years of industry experience. He has been with Richardson Wealth Insurance Services Limited since 2019 and has roles within multiple Richardson entities dating back to 2015. Outside of his advisory work, Baillie serves as Treasurer for the Guelph Rugby Football Club, a non-investment related sports organization. Richardson Wealth (USA) Limited provides discretionary investment management to individuals, trusts, estates, and corporate clients, offering managed account programs including Separately Managed Accounts and model-based portfolios. The firm employs both fundamental and technical analysis with strategic and tactical asset allocation to meet client objectives, serving a range of investor types from non-high-net-worth to high-net-worth.

Kurt Pedersen is a financial advisor at Richardson Wealth (USA) Limited with 18 years of industry experience. He has been with Richardson GMP Limited since 2013 and holds a Series 63 designation. Richardson Wealth (USA) Limited provides discretionary investment management to individuals, trusts, estates, and corporate clients, serving a range of investors through separate accounts and advised retirement rollovers. The firm employs both fundamental and technical analysis, using strategic and tactical asset allocation across various asset classes to align with client objectives and risk tolerance.

Michael Pickard is a financial advisor with Richardson Wealth (USA) Limited, holding seven years of industry experience. He has been with Richardson GMP Limited since 2015. Outside of his advisory role, he has experience managing a rental property business from 2004 to 2018. Richardson Wealth (USA) Limited provides discretionary investment management to individuals, trusts, estates, and corporate clients, offering managed account programs such as Separately Managed Accounts and model-based Select Portfolios. The firm employs both fundamental and technical analysis with strategic and tactical asset allocation tailored to client objectives and risk tolerance.

Adam Brookes is a financial advisor at Richardson Wealth (USA) Limited with five years of industry experience. He has been associated with Richardson GMP (USA) Limited since 2019 and has prior experience at MMIX Titans from 2019 to 2023. Adam has also worked with Richardson Wealth Limited since 2013. Richardson Wealth (USA) Limited provides discretionary investment management to individuals, trusts, estates, and corporate clients, serving both non-high-net-worth and high-net-worth investors. The firm employs a mix of fundamental and technical analysis and uses strategic and tactical asset allocation across various asset classes to tailor portfolios to client objectives and risk tolerance.

Mark Begg is a financial advisor with Richardson Wealth (USA) Limited and holds five years of industry experience. He has been with Richardson Wealth (USA) Limited since 2015 and has worked with its Canadian affiliate, Richardson Wealth Limited, since 2009. Richardson Wealth (USA) Limited provides discretionary investment management to individuals, trusts, estates, and corporate clients, serving both non-high-net-worth and high-net-worth investors. The firm employs fundamental and technical analysis and utilizes strategic and tactical asset allocation across various asset classes to align with client objectives and risk tolerance.