Nevin G. Chernick  CPA, CMA, CFA

Director, Wealth Management & Branch Manager & Portfolio Manager

Nevin has been Branch Manager of the Vancouver office of Richardson GMP and its predecessor firms, Macquarie Private Wealth and Blackmont Capital, since 2006. One of many notable achievements in his extensive background in the financial industry was managing the investments and developing and implementing an award-winning international investment policy for a large B.C. public sector company. Moving on to a major bank-owned firm, Nevin successfully became Branch Manager and achieved recognition as a member of the President's Council in addition to receiving the Director's Award. Nevin’s professional credentials include designations as a Certified Public Accountant (CPA), Certified Management Accountant (CMA) and Chartered Financial Analyst (CFA). His industry affiliations include membership in the CFA Institute and the Vancouver Society of Financial Analysis. Nevin is committed to his community and enjoyed serving a three-year term on the Board of Directors of the SurreyCares Community Foundation, including one year as President. He is also an active supporter of the Canucks Autism Network, a British Columbia-based charity that provides much-needed support and programs for individuals and families coping with the challenges of life on the autism spectrum. With personal interests that include boating, fishing, travel and photography, it’s no wonder the Canucks’ Autism Network’s Fishing for Kids event is a highlight on Nevin’s calendar each year.

Thomas Dalinghaus  FMA, CFP

Associate Investment Advisor

Tom has over 25 years of financial industry experience, including seven years managing the trade desk at a major bank-owned firm in Vancouver. As an Associate Investment Advisor on the team, Tom collaborates with Nevin on portfolio management and the development of advanced investment strategies. With the Financial Management Advisor (FMA) and Certified Financial Planner (CFP) designations, he has the knowledge and expertise to handle complex wealth management issues and counsel high net-worth clients.

Karen Chen 

Associate

Karen first joined Richardson GMP in 2013 and holds a Bachelor of Arts from the University of British Columbia. Prior to joining our firm, Karen has worked in both the public and private sector, and has over 10 years of experience in customer service and administrative support. She achieves standards of excellence by providing a high quality of service in a fast-paced environment. Karen will lead administrative and operational activities for our team while working alongside Nevin, Thomas and Matt on marketing initiatives. Karen has also recently completed her Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).

Jack James  CPA, CGA

Associate

Tel.: 604-640-0533

Email: Jack.James@richardsongmp.com

Jack has over 12 years of investment industry experience.  His past roles include working for a boutique Institutional Asset Management firm as Associate Research Analyst and Head of Investment Operations, supporting a high-net worth client base at a bank owned wealth management firm, and most recently working as a Product Manager for a software company supporting a major investment platform through various enhancement initiatives.  Jack is a Chartered Professional Accountant (CPA, CGA, 2016) and is a graduate of the University of Victoria where he studied Economics.  As part of the Nevin G. Chernick Wealth Management Group Jack contributes to investment strategy, portfolio construction and investment analysis/product due diligence. 

 

Jack is a long term Metro Vancouver resident with two young children.  While the responsibilities of a young family keep him busy, when he has free time he enjoys keeping up on future technology trends (fancying himself a bit of a futurist), playing armchair GM to the Canucks, and spending far too much time obsessing about the perfect cup of coffee (feel free to ask). 

 

Jay Gagnes, CFP, CLU, CPCA

Insurance Consultant

Specializing in corporate tax planning and high net worth personal estate planning, Jay Gangnes is an insurance specialist who works in house as a consultant for Richardson GMP Insurance Services Limited. When an insurance need is identified, Jay works with Richardson GMP’s advisors and their clients to determine how that need impacts their current financial plan and what options are available. Jay and his financial planning team then develop a customized solution that meets the client’s needs and work with Richardson GMP’s advisors to ensure that the implementation of the solution supplements the client’s existing financial plan.

Jay has extensive experience advising clients on the transfer of wealth from one generation to another, including the orderly and tax-efficient succession of family-owned businesses. Working with high net worth clients, Jay identifies their needs and enables his clients to increase their wealth and reduce their taxes, while at the same time providing them with increased security and financial stability.

Jay graduated in corporate finance from the British Columbia Institute of Technology in 2003 and has continued his education over the last decade. He received his CPCA designation in 2007 and his Certified Financial Planner (CFP) designation in 2010. Jay received his CLU designation in wealth transfer and estate planning in 2012 and is a member of the Million Dollar Round Table