Meet our team
Allan Bramson, BA, CFP®
Director, Wealth Management, Investment Advisor
With oaver 20 years of investment and financial planning experience, Allan Bramson serves a loyal clientele of affluent families and business owners as a Director, Wealth Management and Investment Advisor at Richardson GMP.
Allan began his investment career at BMO Nesbitt Burns, where he attained the position of Vice President, member of the President’s Council and Assistant Branch Manager. He moved to Macquarie Private Wealth in 2005, which was acquired by Richardson GMP in 2013. Here, he created The Bramson Wealth Group early in 2014 to offer his clients a more robust service platform built on complementary skill sets.
Allan is a Certified Financial Planner (CFP®), has a Bachelor of Arts in Economics from York University and holds a Level II life insurance license. In his personal time, Allan contributes to the University of Toronto Student Co-op Program as a mentor for young people interested in the financial industry.
Diana Dowhaluk, CIM
Senior Vice President, Investment Advisor
With more than 20 years experience in the investment industry Diana oversees all wealth planning aspects of our clients. Diana works with her clients to develop a customized investment strategy and helps them develop tax efficient portfolios. She offers strategic investment advice, estate and retirement planning advice, and sets overall investment strategies and direction for each client to ensure they reach their long term goals and objectives. Prior to joining Richardson GMP Diana worked at Macquarie Private Wealth, TD Waterhouse Private Investment Advice and National Bank Financial.
Diana graduated from the University of Toronto with an Honours Bachelor of Arts and holds the Canadian Investment Manager (CIM) designation through the Canadian Securities Institute and has her Level II Life Insurance License .
By committing to our team’s investment principles and providing superior level of service, Diana has developed strong relationships of trust with her clients and brings added value to the team’s wealth management package.
With a positive attitude, commitment to exceptional client service and strong operational knowledge, Traci’s contribution to our team is immeasurable. She works closely with Allan to assist with portfolio composition and asset allocation and assists him in locating prudent opportunities to maximize returns and minimize risk. Her attention to detail ensures that your account stays on track.
With over 25 years of experience in the investment industry as well as successful completion of the Canadian Securities Course (CSC), the Conducts and Practices Handbook Course (CPH) and the Options and Derivatives Course, Traci is dedicated to servicing your investment needs in a professional, prompt and courteous manner.
Her career began with McLeod Young Weir, which became ScotiaMcLeod. Prior to joining our firm in 2009, Traci worked with BMO Nesbitt Burns.
Vera is an integral member of the team. Her high standards, dedication and attention to detail managing the administrative needs of the team ensure that our clients receive the best possible service. With more than 20 years in financial services, Vera worked at Midland Walwyn, Merrill Lynch and CIBC Wood Gundy prior joining a predecessor firm. She has successfully completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH)..