Our Team

 

 

 

Rob Panes, Director, Wealth Management; Portfolio Manager

 

Rob has been in the investment industry since 1979, when he joined a major Canadian firm after completing a degree in Economics at the University of Western Ontario. He remained at that firm until November of 2005, when he joined Richardson GMP’s predecessor firm. In 2008, Rob became a board member of the Richardson GMP Board of Directors. He served on the board for three years, ending his service in 2011.

Rob has completed all of the necessary courses required by the Canadian Securities Institute for full licensing. He is also licensed as a Portfolio Manager, which allows him to manage client portfolios on a discretionary basis. Rob is also licensed by the Financial Services Commission of Ontario to sell Insurance products.

Married to his wife Dana for 25 years, Rob resides in Etobicoke where they are raising their two daughters, Kelly and Jennifer. He enjoys playing golf, and cottaging in North Bay, Ontario.

 

 

 

 

Tessy Karolia, Investment Advisor

 

A graduate of the University of Toronto with a degree in Commerce, Tessy has worked in the financial services industry for 12 years. She joined Richardson GMP Limited with Rob Panes in November 2005 and prior to that she was at CIBC Wood Gundy. As an Investment Advisor, she manages client relationships and is responsible for trading and portfolio execution. Tessy also helps Rob in the construction and maintenance of client portfolios.

She is a licensed Registered Representative and is also insurance licensed.