The power of teamwork
The rewards of partnership
If you seek a high-energy wealth management team to manage your net worth and maximize the financial future of multiple generations of your family through personal and trustworthy services, it would be our pleasure and privilege to meet with you.
Wynn A. Harvey, BBA, CIM, CPCA, CDFA
Director, Wealth Management, Portfolio Manager
Wynn’s focus is organizing wealthy families’ lives and determining what is important to them. She has 20 years of experience in the investment industry, a solid background in trusts and estates, exceptional interpersonal skills and a detail-conscious approach that helps her clearly understand our affluent families’ issues and goals. Wynn specializes in guiding families in the transfer of their wealth intergenerationally. Wynn co-ordinates our team’s professionals. She holds her Bachelor of Business Administration (BBA) from Wilfrid Laurier University and her Canadian Investment Manager (CIM) and Certified Professional Consultant on Aging (CPCA) designations as well as her Level II insurance license.
Christopher J. Clapperton, BA, LL.B
Business Coach and Wealth, DNA Specialist
Chris’ law practice of over 20 years encompasses estate, trust and tax planning and related administration and litigation. He acts as an independent mediator for wealthy families on estate disputes. Chris is often requested to act either alone or with a clients' family members as attorney for property, estate trustee under wills, or as trustee under family trusts. Chris assists business owners with succession planning strategies and implementation, estate freezing, corporate reorganizations, corporate counsel (including partnership and shareholder agreements), advising on domestic and international tax issues and compliance matters, assistance with the Canada Revenue Agency, technical interpretation requests under the Income Tax Act (Canada), advance income tax ruling applications, and dispute mediation.
Andrew Guilfoyle, CA, CFA
Andrew is an insurance advisor for various wealthy families. He works with their investment, legal and tax professionals to co-ordinate the maximization of their financial opportunities, while minimizing taxes on an ongoing basis. Working with his affluent families, Andrew is focused on wealth accumulation, preservation and succession. Andrew is a Chartered Accountant (CA) and Chartered Financial Analyst (CFA).
Mike is responsible for all investment reporting, trading and the preparation of family year-end and semi-annual reviews. During tax season, Mike liaises with tax accountants to provide the necessary tax slip summary that simplifies tax reporting for our families.
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.
Business Development, Wynn Harvey Wealth Counsel
Maria is responsible for our marketing, business development and client events and seminars. She has been in the financial services industry for over 25 years. Maria’s experience includes sales, operations and relationship management.