Meet our team
Hal Biren, BA
Director, Wealth Management, Portfolio Manager
After obtaining a BA in Economics at the University of Western Ontario, I began my career in banking in 1979 and eventually became a Money Market Trader at Merrill Lynch. Next, I was a Fixed Income Trader for Prudential Assurance. I then moved to Standard Chartered Bank, a large International Bank, as Chief Trader and was later promoted to Treasurer. Desiring to work on a one-on-one basis with individuals, I became an Investment Advisor and worked for three major bank-owned firms before joining Macquarie Private Wealth in the fall of 2010, which was acquired by Richardson GMP in 2013.
Here, I enjoy the freedom to make investment choices based solely on their suitability for my clients without bias to any product or platform. I hold my Level I and II life insurance licenses and can effectively dovetail insurance solutions into my clients’ wealth management strategies.
Always active in ongoing charity work in my Thornhill community and I donate to many community events.
Associate Investment Advisor
With more than 25 years in financial services, Stephanie assists our team by providing wealth management and investment advice and fostering exceptional client relationships. She is a fully licensed Investment Advisor. In addition, Stephanie manages all administration—processing and coordinating inbound and outbound mail and cheque flows, handling new applications and deposits, and making changes to existing client/advisor records within daily deadlines.
Before joining our team in 2006, Stephanie was a Senior Compliance Officer at BMO Harris Private Banking, where she maintained and updated internal policies and practices to ensure that all employees and affiliates maintained compliance standards. Prior to that, she was a Registered Representative at AIC Private Portfolio Group, an Investment Representative at RBC Dominion Securities Inc. (where she and I worked together), and a Client Service Officer at Royal Trust.