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 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 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, the firm’s asset management team, and other market-leading and financial planning professionals. Carl is known for creating and delivering sound, goals-based investment solutions that are grounded in sensible strategies and based on a comprehensive, client-centric, needs-and-wants analysis. A well-organized, proven communicator, Carl prioritizes helping clients work toward their financial goals while 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. He also holds a Master’s certificate in Project Management from York University’s Schulich School of Business.
Away from the office, Carl enjoys watching documentary films, reading non-fiction, and pursuing creative photography and digital imaging. He is an ardent football fan, following both U.S. college and pro teams as well as the Canadian Football League.