Our Extended Team

 

Tax & Estate Planning

 

Mike George, B. COMM (HONS), M. ACC, CA, CFP
Director, Tax & Estate Planning

Working closely with Investment Advisors, their clients, external professionals and other members of the Tax & Estate Planning professionals, Mike is responsible for the effective delivery of the wide range of wealth planning services at Richardson GMP. Mike is a Chartered Accountant and Certified Financial Planner and specializes in personal, corporate and trust tax planning.

Mike has been working with High Net Worth clients in the financial services industry for many years. Before joining our firm in 2004, Mike worked at Assante. 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.

Mike is frequently interviewed on wealth planning concepts and tax-related matters. As well, he lectures on corporate taxation and has authored various industry publications and articles.

A graduate of the University of Manitoba, Mike received his Bachelor of Commerce (Honours) degree in 1991 and Masters of Accountancy in 1992. Mike continued on to achieve his Chartered Accountant (CA) designation in 1995 and the Certified Financial Planner (CFP) designation in 2004. He has also completed his CICA In-Depth Tax Course and is a member of the Canadian Tax Foundation.

 

 

Robert Mendenhall, J.D., LL.M.
Vice President, Tax & Estate Planning

As part of the Tax & Estate Planning Team, Robert works closely with clients and their investment advisor to identify solutions that address clients' overall wealth planning needs. Once clients have a clear understanding of their planning needs, he focuses on helping clients and their professional advisors implement the selected solutions.

Robert is a lawyer with several years of experience. Before coming to Richardson GMP, Robert worked at other financial institutions advising clients on trust, estate, and tax planning. Prior to that, he was a partner in a law firm. Robert obtained his Juris Doctor from the College of Law, University of Saskatchewan. Later, he obtained a Masters of Law degree from J. Reuben Clark Law School, Brigham Young University.

Robert has advanced his interests in wealth and estate planning by completing significant course work in tax and wealth preservation. Robert is a trained mediator and has actively mediated for the courts for many years. He has also completed training as a family business advisor and has facilitated succession planning sessions with families.

Robert belongs to the following professional associations: Law Societies of Alberta and Saskatchewan, Society of Trust and Estate Practitioners, Canadian Tax Foundation and the Canadian Bar Association.

 

 

Lucas MacMillan, B.Sc., CFP®
Analyst

Lucas prepares comprehensive financial plans for High Net Worth clients in our Calgary offices. Working closely with the professionals in Tax & Estate Planning and our Insurance Consultants, Lucas develops integrated financial, insurance and estate planning solutions for clients.

Lucas has a real passion for financial planning; he has dedicated the most recent years of his career to developing his knowledge and expertise in retirement and tax planning having completed his Certified Financial Planner (CFP®) designation while working at a large banking institution over a 5-year period. Lucas believes that a financial plan should form the cornerstone of client engagement with the financial and professional services industry. His strong communication skills allow him to distill detailed planning strategies into customized financial plans for clients. Lucas has worked with people and complex ideas for 15 years, most recently working as an independent financial planner. Previously he worked in the environmental services sector helping clients understand laboratory services and data.

Lucas has a Bachelor of Science (Honours) degree from the University of Manitoba, is a Certified Financial Planner® professional and has completed the Canadian Securities Course.

 

Insurance Services

André L'Espérance, LL.L.
Director, Insurance Services

André is responsible for leading and expanding a high quality platform for the firm's insurance capabilities. He is instrumental in delivering integrated and comprehensive wealth management solutions to help our clients plan and manage all aspects of their wealth, including business succession planning, intergenerational wealth transfer and the provision of low risk retirement income.

André has extensive experience in wealth planning with over 20 years in the industry. He has held positions of legal counsel, strategic planning and branch manager at Manulife Financial. Joining National Bank Financial in 1998 as president of NBF Financial Services, André was responsible for the delivery of estate solutions and financial planning services to high net worth clients across Canada. Before joining Richardson GMP, he held the position of Vice President, Private Wealth 1859 where his team delivered banking, investment and financial planning services to affluent clients.

A graduate of the University of Ottawa, André received his Bachelor of Law degree in 1984. He also completed the Executive Program at Queen's University School of Business in 1991. André is a member of the Québec Bar Association. He holds a Level 2 license in life, accident & sickness insurance and is registered as an investment representative under the Investment Industry Regulatory Organization of Canada. André is also currently a member of the Board of Directors of the Association de planification fiscale et financière (APFF).

 

 

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