Meet Our Team
Andy Rafelman, MBA, FMA, CIM, FCSI
Senior Vice President & Portfolio Manager
As a Senior Vice President at Richardson GMP, I am able to provide my clients with consistent and unbiased investment advice. As a Portfolio Manager, I am allowed to manage client assets without having to spend my time selling my recommendations. This means I can always do what is best for the client without delay. My goal is to meet the mutually agreed upon asset, return and risk objectives that we have set. I have access to traditional and innovative wealth management solutions, top-ranked research, and superior trade execution—plus the recognized financial strength and expertise that comes from being Canada’s largest independent wealth management firm.
Prior to entering the investment industry, I spent 19 years in the manufacturing business, rising to Vice President and General Manager of Noma Inc. (a prominent Canadian public company). My first three years advising private clients were with ScotiaMcLeod. I then moved to First Associates as a Director and Vice President, where I spent three years. I resigned in 2004 to build up my own advisory business at Wellington West; which was subsequently taken over by National Bank. One year later I joined Macquarie Private Wealth which was then acquired by Richardson GMP.
Samina has spent 3 years in the wealth management industry starting out as the receptionist of the North York Branch. She joined the team in March 2015 and is currently licensed as an investment representative. She works to provide a high level of service to our clients in the day to day management of their portfolios. Her duties include but are not limited to overseeing all client accounts and is usually the first point of contact for any administrative requests. Samina has a Bachelor of Applied Science from the University of Guelph in Psychology and a General Arts and Science Diploma from Humber College.