With more than 25 years of professional management and leadership experience, Carl joined Richardson GMP Limited in 2011, and has been working with Friesen Capital Management (FCM) since 2013. In addition to his broad financial services experience, his business background includes managing and leading teams, projects, and program portfolios for a wide range of business technology clients, with a major focus on people, technology, and financial management.
As a dedicated, results-driven relationship manager, he provides high-net-worth clients with proactive, professional advice and education in collaboration with Richardson GMP’s partners, including their Chief Investment Officer (CIO), the firm’s asset management team, and other market-leading and financial planning professionals. Known for creating and delivering sound, goals-based, investment solutions to his clients, they are grounded in sensible strategies and based on a comprehensive, client-centric, needs-and-wants analysis. A well-organized, proven communicator, Carl effectively handles multiple high-net-worth relations, including investment management responsibility, to help clients with their financial goals, master key life events, and contributes to creating a meaningful and memorable client experience.
Carl holds a BA in economics as well as certificates in management development and information technology management from the University of Calgary and a master’s certificate in project management from York University’s Schulich School of Business.
Richardson GMP is Canada’s leading independent wealth management firm. With offices across the country, Richardson GMP is home to some of Canada’s most distinguished Investment Advisors who are supported by the substantial resources of our founding companies and their respective track records of success in Canada. We are proudly Canadian. Fiercely independent. And dedicated to earning and rewarding your trust as stewards of your wealth.