Meet Our Team

Your team of experts

A co-ordinated team of experts is essential to successfully achieving your personal and financial goals. Coordinating your team of professionals is an important component of our services. We liaise with your accountants and lawyers, or refer you to capable professionals we know and trust. 

Read more about our Tax and Estate Planning team.
 

 

Lorne Searle
Vice President & Investment Advisor

A graduate of University of Manitoba in 1984 with an honors degree in Finance. I bring over 30 years of experience as a professional and 18 years as a tax focused investment advisor. My work experience prior to becoming a full time financial advisor includes sales at IBM Canada Ltd, managing a real estate marketing company and running my own business for six years. My 18 years of providing financial advice started with ScotiaMcleod where I worked for 10 years and in 2006 I moved to Macquarie Private Wealth, which became Richardson GMP in 2013.

I am active in coaching my boys’ hockey and baseball teams. I enjoy travel, music, barbequing, camping and spending time with my wife Barbara and our boys Evan and Aaron along with our daughter Jamie.

     
   

Karen Byer
Associate

Karen works with Lorne Searle and Associates in providing a high level of personal service to each of our clients. She oversees all administration and works closely with our clients to ensure that all of their service needs are met and exceeded. Karen attended the University of Toronto, where she obtained a Bachelor of Arts degree in Commerce. She has over 20 years of experience in the financial services industry and is registered as a licensed investment representative.

     
 

Craig D. Basinger, CFA
Chief Investment Officer, Portfolio Manager

Craig believes investment success begins with the big picture. If you are in the wrong sectors, the best stock picking in the world can’t save you. A considerable amount of analytical energy is spent on economic expectations, asset allocation, sector views and style/quantitative tilts. Fundamental research is used in conjunction with a proprietary quantitative scoring system and technical analysis for entry/exit points. This multi disciplined investment approach combines economics, early foundations in quantitative research and fundamental analysis.

     
 

James Price, CFA
Director of Capital Markets Products

James is an expert in bonds, preferred shares, and other income investments. He is active in managing portfolios and keeping advisors and clients well informed of macro-economic developments and investment trends through his daily commentary. James heads up the firm’s capital markets team, supervising new issues; managing a series of proprietary portfolios for Richardson GMP; and overseeing trading and strategy for fixed income, equities, options, and foreign exchange.

     
 

Mike George, B. Comm (Hons), M.Acc, CA, CFP
Director, Tax and Estate Planning

Mike is responsible for the effective delivery of the wide range of wealth planning services at Richardson GMP. He has extensive experience in the tax field and helps identify solutions to reduce taxes, enhance and preserve wealth, and transfer assets tax-efficiently to the next generation. Mike has played an instrumental role in delivering client-centered solutions including the successful transition of family businesses, the development of long-term employee compensation programs (including stock option and employee pension plans) and the reduction of tax on the sale of businesses by utilizing trusts to multiply the enhanced capital gains exemption among family members.

     
 

Maureen Glenn, B.A., CFP®, FLMI, ACS, AIAA
Manager, Tax & Estate Planning 

Maureen uses her financial planning expertise to develop comprehensive wealth plans, working with Investment Advisory Teams throughout the wealth planning process; from initial engagement with the client, through the final presentation and implementation of the strategies recommended. She works closely with the professionals on the Tax & Estate Planning Team to ensure the smooth delivery of timely financial planning strategies and detailed educational materials for clients. Maureen’s holistic approach to financial planning offers a unique and practical perspective to retirement and estate issues.

Maureen joined the firm’s Equity Capital Markets team in 2006. The previous 20 years of her career were focused in the Life and Health Insurance Industry where she gained significant experience as a Financial Services Advisor, Mutual Fund Salesperson and as a product, sales, software and compliance trainer.

Maureen is a Certified Financial Planner® practitioner and has completed the Canadian Securities Course (CSC), Life License Qualification Program (LLQP) and Canadian Investment Funds Course (IFIC). She also holds the designation of Fellow, Life Management Institute (FLMI) and other designations from the Life Office Management Association (LOMA).