Who We Are

Betty Tomsett 

Director, Wealth Management, Investment Advisor

I am your guide through the investment process, creating strategies and an approach best suited to your needs. My client centric practice, in conjunction with professional advice and investment expertise has been well groomed throughout my 29 years in the investment industry. Attending the University of Toronto and my extensive role in Commercial Banking at a Schedule A Bank paved the way for my career today. In my eleven years at Richardson GMP (previously Richardson Partners Financial) my practice projects an independent, entrepreneurial spirit within the framework of a strong business environment.

We provide extensive financial services to our clients such as, Portfolio Investment Management, Tax and Estate Planning, Individual Pension Plans, Alternative Income Products, Insurance Products, Retirement Projections and many more.

Lisa Sansone 

Assistant

Lisa has been the Administrative Assistant to the Tomsett Wealth Management Group since transitioning from Richardson GMP’s New Accounts department in July 2015. She brings 20 years of experience in the financial industry in operational roles, so is very familiar with navigating the paperwork and procedures of our back office. Lisa's forte is taking care of all the administrative details for our team, allowing Betty to focus on our clients’ wealth management needs.

Laura Gartenburg 

Assistant

Laura joined the Tomsett Wealth team in the spring of 2016 as an Administrative Assistant. Her diligent work for the team allows Betty and Lisa to spend more time with clients, enabling them to grow and enhance their portfolios. With her attention to detail and experience in customer relations she provides clients and her team with the best possible service.

Maureen Glenn, B.A., FLMI, CFP®, TEP, EPC

Vice President, Tax & Estate Planning

Maureen works with Investment Advisory Teams and their affluent clients to navigate the entire wealth planning process; from initial discovery with the client, through to the final presentation. She is a dynamic speaker who can translate complex wealth planning concepts into efficient and effective action plans for clients. This holistic approach combined with her financial planning expertise offers a unique and practical perspective to retirement, trust, and estate planning.

Maureen joined the firm in 2006 and moved to the Tax & Estate Planning team in early 2010. 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 is a member of the Society of Trust and Estate Practitioners. She has completed the Canadian Securities Course (CSC), the Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (IFIC). She also holds the designation of Fellow, Life Management Institute (FLMI) and other insurance designations from the Life Office Management Association (LOMA).

Pinal Gadhvi, B.Comm., CFP®

Financial Planner 

Located in our Toronto office, Pinal works collaboratively with our Tax & Estate team to help provide best-in-class solutions to investment advisors and their clients. He brings depth of experience and technical expertise in answering financial planning questions and developing strategies. Pinal establishes comprehensive personalized wealth plans detailing client priorities which clarify their long-term objectives and provide peace of mind as clients plan the transfer of their wealth to the next generation.

Pinal has many years of experience in the financial services industry in various capacities. Throughout his tenure in his previous roles, Pinal has provided financial advice to affluent Canadians. Pinal has a Bachelor of Commerce degree from Ryerson University and is a Certified Financial Planner practitioner. He has also completed the Canadian Securities Course (CSC), Wealth Management Essentials (WME), and Professional Financial Planning Certification (PFPC).

Jason Middleton

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.

* Insurance services offered through Richardson GMP Insurance Services Limited. Jason Middleton is the owner of The Producers Planning Group.