Your Wealth Management Team
Vice President, Investment Advisor
For nearly 30 years, Randall Gray has provided wealth management services to prominent Canadian families, retirees, small corporations and institutions. Following careful consideration of their long-term objectives and true risk tolerance, Randy provides customized investment advice and tailored portfolios as well as enduring financial plans, drawing from his experience navigating a myriad of market cycles and economic crises. Randy’s methodology encompasses estate planning, tax minimization and insurance strategies. He acts as a financial CEO, ensuring that all aspects of your wealth work in unison. Investors particularly value Randy’s ability to create sincere rapport, earn lasting trust and build relationships that make them feel a part of the wealth process.
Randy has investing in his blood: his father worked for Richardson Securities in the 70’s as head of research and Randy himself is a founding partner of GMP Securities, predecessor to Richardson GMP. Prior to being a founding Partner at Richardson GMP, Randy was Associate Director Private Client Financial Services at ScotiaMcLeod for 15 years and Vice President Asset Management at boutique investment firm First Associates. Randy keeps his team and client base small to offer a competitive advantage for his clients: he is directly involved in serving every investor with a degree of personal dedication that leaves no doubt about his commitment to their financial well-being.
As a young man, Randy attended Charterhouse School in the UK. Founded in 1611, Charterhouse ranks as one of England's top independent boarding schools and one of its great historic institutions. This experience, as well as living abroad, gave Randy the gift of relating to people from all walks of life all across the globe. Randy graduated from the University of Calgary with a BA in Business and English in 1982 and is an avid cyclist, windsurfer and hockey player who enjoys travelling with his wife and three children both at home and abroad. Fluent in German and competent in French, Randy is keen to expand his repertoire of languages and explore new cultures, documenting his journeys through the lens of his camera.
Anita provides administration and support for Randy’s practice and best-in-class client services through timely responses. She’ll be your first point of contact for any general and administrative inquiries and will be there to lend a guiding hand whenever needed.
In addition to administration services, Anita assists Randy throughout the investment decision-making process from investor profiling to performance reporting.
Anita graduated with a Bachelor of Commerce degree from the University of Toronto and has successfully passed all three levels of the Chartered Financial Analyst (CFA) Program.
James Price, CFA
Director, Investment & Advice, Capital Markets
Jamie is Director, Investment and Advice and Capital Markets at Richardson GMP. As a Portfolio Manager and fixed income specialist, Jamie helps Randy and his clients build portfolios and navigate a crowded universe of investment products. In addition, Jamie contributes to our firm’s market commentaries, including the daily Launch Pad, to keep Advisors and clients well informed. Jamie graduated from Queen’s University with an Honours BA in Economics and Geography in 1997 and began working on the Bond Desk at First Marathon Securities, which was later acquired by National Bank Financial. Jamie joined First Associates in 2003, which evolved into Blackmont Capital and then Macquarie Private Wealth, which was acquired by Richardson GMP in 2013. He was appointed Vice President, Fixed Income, in 2005 and became a Chartered Financial Analyst in 2006. A year later, Jamie was appointed Director of Fixed Income. Jamie’s experience in the bond world positions him well to contribute to the macro strategy of our firm’s asset management team. Jamie is also the lead manager of our firm’s Connected Wealth bond strategies.
Joey Mack, CFA
Director, Fixed Income
Joey is Director, Fixed Income at GMP Securities L.P. In his role, Joey supports the fixed income business of Richardson GMP by providing advisory and trading services in fixed income securities and preferred shares that create value-added ideas. He works closely with Randy Gray and his clients, discussing market strategy and recommending fixed income solutions.
Joey holds a Bachelor of Commerce degree from the University of Toronto and received the Chartered Financial Analyst designation in 2000. Prior to joining GMP Securities L.P., Joey worked with a Canadian bank-owned dealer as head of the retail fixed income trading desk and was responsible for managing the relationship between the capital markets and wealth management divisions. Prior to this role, Joey held progressively senior positions including roles as a credit research analyst and trader in London, England, covering the Dollar-Bloc Eurobond market and backing up Dollar-Bloc government market-making activity. Joey has been in the industry for over 14 years
Manager, Tax & Estate Planning
Maureen uses her financial planning expertise to develop comprehensive wealth plans, working with Investment Advisory Teams throughout the wealth planning process; from initial engagement with the client, through the final presentation and implementation of the strategies recommended. She works closely with the professionals on the Tax & Estate Planning Team to ensure the smooth delivery of timely financial planning strategies and detailed educational materials for clients. Maureen’s holistic approach to financial planning offers a unique and practical perspective to retirement and estate issues.
Maureen joined the firm’s Equity Capital Markets team in 2006. The previous 20 years of her career were focused in the Life and Health Insurance Industry where she gained significant experience as a Financial Services Advisor, Mutual Fund Salesperson and as a product, sales, software and compliance trainer.
Maureen is a CERTIFIED FINANCIAL PLANNER® practitioner and has completed the Canadian Securities Course (CSC), Life License Qualification Program (LLQP) and Canadian Investment Funds Course (IFIC). She also holds the designation of Fellow, Life Management Institute (FLMI) and other designations from the Life Office Management Association (LOMA).
Individual Insurance Consultant
Jason has a well-rounded knowledge of the Insurance industry having worked at all levels of the business. He has worked at the manufacturer level, at the distributor level and, most importantly, as an Independent Insurance Broker and business owner.
Jason’s financial and accounting backgrounds allow him to take a comprehensive approach to advanced Estate and Insurance planning for clients. His ‘educate first’ approach resonates well with clients, who feel that his solution-based recommendations are tailored to their individual needs.
Jason earned a Bachelor of Business Administration with Honors in Accounting and Corporate Finance in 1999 from the University of New Brunswick. He began working on his CA with Deloitte and Touche in 2001 after taking a sabbatical to train and try out for the Canadian Olympic Swim Team. Upon returning to the work force Jason completed the CSC and earned his CFP designation in 2003.
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