Meet our Team

 

 

 

 

► Matthew Phillips - Director, Wealth Management; Portfolio Manager

Tel 519.780.4171 Email Matthew.Phillips@RichardsonGMP.com


Matthew Phillips has been in the financial services industry since 1989 and holds many industry accreditations including Certified Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) and Portfolio Manager. He has completed many of the industry’s top courses including the Partners, Directors and Senior Officers Course (PDO) and the Personal Financial Planning course - CSI. Matthew is also licensed to provide insurance solutions and to trade options.

 

 

 

 

► Cory McKay, Associate Portfolio Manager

Tel 519.780.4173 Email Cory.McKay@RichardsonGMP.com


Cory is a Wilfrid Laurier University graduate with a General BA and Diploma in Accounting. He joined Matthew Phillips' team at Richardson GMP Limited in 2011. As an Associate Portfolio Manager, he supports the management of client relationships and is responsible for trading and portfolio execution. Cory also provides support in the construction and maintenance of client portfolios.

He is a licensed Registered Representative and is also licensed to trade options.

 

 

 

 

► Renee Davies, Associate

Tel 519.780.4174 Email Renee.Davies@RichardsonGMP.com


Renee's experience in the Financial Industry spans over 27 years. Renee has successfully completed the Canadian Securities Course and the Conduct and Practices Handbook Course offered through the Canadian Securities Institute. Renee takes pride in leveraging her experience to provide exceptional client service by ensuring that inquiries and administrative issues are dealt with promptly and efficiently.

 

 

 

► Krista Quigley, Assistant

Tel 519.780.4180 Email Krista.Quigley@RichardsonGMP.com


Krista has worked as an integral part of Matthew`s team since 2009 and provides exceptional service to clients. She handles incoming inquiries as well as scheduling meetings and organizing special events. Krista has years of experience in the banking and financial industry and attributes her knowledge and experience to making the day-to-day business run smoothly and efficiently..

 

 

 

 

► 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.

 

 

 

 

► Maureen Glenn, Manager,
Tax and Estate Planning

 

Maureen uses her financial planning experience and leadership skills to ensure the smooth delivery of Tax & Estate Planning services. She uses her technical expertise to develop comprehensive wealth plans, working with Investment Advisory Teams from engagement with the client to the final presentation, and also supports our Investment Advisors with just-in-time inquiries and the development of educational materials.

Maureen joined our firm in March 2006 on the Equity Capital Markets team. In that role, she was responsible for all Equity and Structured Product New Issues and proprietary Private Equity offerings in the firm.

Maureen’s previous career was focused in the Insurance Industry where she had worked since 1986. She delivered licensing and product training and also coached advisors on financial planning software and later took on the role of Financial Services Advisor.

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).