Fadi Ephtimios, Fin. Pl., MBA, TEP

Director, Wealth Management, Investment Advisor

Tel. 514.981.5793  •  Email: Fadi.Ephtimios@RichardsonGMP.com

A consistently high achiever, Fadi Ephtimios has always demonstrated leadership in delivering the best possible service for his valued clients and has earned multiple awards that reflect this career commitment. He holds an MBA from the John Molson School of Business at Concordia University as well as the Financial Planner designation (Fin. Pl.) from the Institut québécois de planification financière. Fadi also holds the Trust and Estate Practioner (TEP) designation and is a member of the Society of Trust and Estate Practitioners (STEP). The Society of Trust and Estate Practitioners is the leading international organization for trust and estate professionals.

Fadi joined Investors Group in 1994 as a Consultant. In 1997, he was promoted to the role of Division Director, and eventually became the Regional Director of the Westmount office. Along with his wife and business partner, Lynn MacNeil, Fadi joined Richardson GMP in 2015 to bring clients a wider universe of investment options and greater transparency regarding costs and reporting. They built a successful wealth management practice that serves retirees and pre-retirees, as well as busy professionals and entrepreneurs. Fadi and Lynn take a holistic approach to financial planning, and incorporate their experience in tax, estate, insurance, retirement planning, and investment management. Their process is disciplined and they create dynamic financial plans which are used as a roadmap to help their clients stay on track and reach their goals. Understanding a client's goals, concerns, and risk tolerance is the basis for their planning process.

Fadi believes a successful advisor should take the time to truly understand a client's needs and concerns. Careful assessment of an investor's risk tolerance and return objectives, allows Fadi and his team to build and monitor a solid investment plan. By managing investor behaviour, and staying true to the plan, clients can expect a more predictable result. A good financial plan should be simple to follow and yet easily adaptable to life's changes.

Fadi and Lynn have three children and he is active in the community supporting his sons’ hockey and soccer teams. He enjoys playing hockey and running, and also loves travel and cinema.

 

Lynn MacNeil, Fin. Pl.

Vice President, Investment Advisor

Tel. 514.981.5794  •  Email: Lynn.MacNeil@RichardsonGMP.com

Lynn’s interest in the world of finance and investing started early. As a child she was fascinated with how money could make money; as a teen she began an investment plan and started to understand how money could work in her favour. From then on her passion grew to what has become a 20+ year career. She holds the Financial Planner (Fin. Pl.) designation from the Institut québécois de planification financière. Prior to joining Richardson GMP in 2015, Lynn was a member of the Executive and Senior Consultant Group at Investors Group, and earned recognition at President’s Club in 2014 for high achievement on behalf of her clients.

By building trusting relationships and taking a teaching approach to advising, Lynn helps people achieve their financial goals and understand why they’re doing what they are doing. Along with her husband and business partner, Fadi Ephtimios, Lynn has built a successful wealth management practice, working with clients she genuinely likes and enjoys working with. Lynn follows a client-centred, holistic approach to financial planning, focusing on overall wealth management – growing, preserving, and transferring clients’ legacies from one generation to the next.

Lynn considers each client as an individual, moulded by past experiences into who they are today. Their goals, concerns, and risk tolerance are the basis of her comprehensive and customized planning. Lynn builds solid investment strategies built for today’s markets, whether the goal be capital preservation, superior investment performance, or increased income. She applies her experience in tax, estate, insurance, and business succession through a disciplined process, creating a dynamic financial roadmap to help clients realize their goals and stay on track.

Lynn studied at Concordia University in Business Administration, and is currently enrolled there in an Art History & Studio Arts program. . She is an alumna and former alumnae board member of the Sacred Heart School of Montreal who enjoys spending time with her husband Fadi, and their three children. She does gymnastics and volunteers at her daughter’s gymnastics club. Lynn’s other interests include health and fitness, travel, and art.

 

Tania Italiano

Assistant

Tel. 514.981.5795  •  Email: Tania.Italiano@RichardsonGMP.com

In 2001 Tania earned a bachelor of Commerce in International Business from the John Molson School of business at Concordia University. She began her career in 2002 at RBC Dominion Securities as a branch administrator and associate. She then moved to Investors Group in 2013 before joining Richardson GMP in 2015.

With 13 years of investment industry experience, Tania has completed both her Canadian Securities Course and the Conduct and Practices Handbook. Her responsibilities include managing our client account administration, handling client requests, updating and monitoring client accounts, preparing client review packages and executing account transactions.

In her free time Tania enjoys volunteering at her children’s elementary school, travelling, reading and spending time with her husband and their kids.


 

Anna Lyne Poblador

Assistant

Tel. 514.981.5796  •  Email: Anna.Poblador@RichardsonGMP.com

Anna Lyne assists our team by handling administrative requirements to ensure the successful execution of each client’s customized financial plan. Her responsibilities include managing client account administration, general account inquiries, as well as transaction and strategy follow up. Prior to joining Richardson GMP in 2015, Anna Lyne worked at Investors Group for 11 years, assuming the role of both Consultant and Associate Consultant to leading teams. She holds a BA in Political Science from Concordia University and is married with two young daughters. In her spare time she enjoys art and music, and is very involved in her local church.