Meet our Executive team

Any company, regardless of the industry, is only as good as its people — and, in particular, its leadership. The principles that guide us and the culture that defines us come from the top. In our case, we could not be more aligned in our values, philosophy, vision, standards, goals — for our clients, our employees, our firm, and for the industry we are excited to be a part of.

 

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Andrew Marsh

President & Chief Executive Officer


As President & CEO of Richardson GMP, I lead a team of extraordinary professionals that strive to anticipate and meet the needs of our clients by ensuring that everything we do, and how we do it, aligns with our clients’ best interests. Our administration platform, investment solutions, guidance in achieving wealth goals, and ultimately our clients’ success all hinge on making sure we have the right people in the right roles, and that they are all accountable to meeting our clients’ needs.

Andrew Marsh founded Richardson GMP, Canada’s leading independent wealth management firm, and was part of the team that built the firm from the ground up. Beginning his career in the financial industry 30 years ago, Andrew started in investment analysis, developing to building a practice where he worked directly with clients as an investment advisor. 

He founded and launched GMP Private Client in 2004. He served as managing director, National Sales of both GMP Private Client and Richardson GMP before assuming the role of president and chief executive officer of Richardson GMP in 2010. Since 2010, Richardson GMP has tripled in size to become Canada’s leading wealth management firm that embodies a culture of partnership, entrepreneurial spirit through employee ownership, and a client-centric resolve to always do what’s right.

In addition to a board seat for Richardson GMP, he also sits on the Board of Directors of the Investment Industry Association of Canada and is member of the Centre for Fiduciary Excellence. Andrew is a former member of the Board of Governors of his alma mater University of Guelph and continues to be an active mentor and contributor to the University’s School of Business. He is also a member of the Canadian Advisory Board for Right to Play Canada, a charity dedicated to helping disadvantaged children in Canada and around the world. Andrew is a Fellow of the 2018 class of the Finance Leaders Fellowship and a member of the Aspen Global Leadership Network.

With little free time, Andrew enjoys spending it with his wife of 25 years and three children – preferably outdoors.
 

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Paul Adair

Paul Adair

Director & Portfolio Manager, Products & Services

My team is responsible for equipping our Advisors with innovative investment solutions supported by a deep product platform that provides value and expertise to our clients. As such, our Advisors are well positioned to grow and protect our clients’ wealth as well as effectively track and report their progress towards meeting their investment and retirement goals.

Paul has been with Richardson GMP since 2010 and brings 20+ years of experience in financial services working with advisors and clients to offer the best possible investment management solutions.

Paul has a B.Sc Applied Sciences (Honours – Mechanical Engineering) from University of Waterloo, an MBA from York University and also holds a CFA and Chartered Alternative Investment Analyst designations.

Paul is working on learning Spanish as a second language.
 

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Mike Ankers

Mike Ankers

Director, National Sales

As Director of National Sales, I lead a national advisory team of consummate professionals focused on meeting and surpassing the investment and wealth management expectations of our individual clients and families. My passion is to build positive client-focused office environments where we do amazing things for our clients!

Mike has been with Richardson GMP since 2014 and brings 20+ years of experience working in financial services to provide advisors and clients with the best possible experience and environment for growth and proven results.

Mike has a B.Comm (Hons.) from University of Ottawa.

Mike’s goal is to be a BBQ pitmaster!
 

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Lynne Brejak

Lynne Brejak

Director, Human Resources

At Richardson GMP, we believe that having high-performing and engaged employees whose values are aligned with our principles significantly contribute to a great client experience. My team’s job is to create a work environment where all employees can experience success and progress their career goals.

Lynne has been with Richardson GMP since 2015 and provides nearly 20 years of experience managing and developing human resources. Lynne is also on the board of Horizons for Youth, an emergency shelter for youth ages 16-24.

Lynne has a Bachelor of Applied Arts from Ryerson University.

Lynne has recently started running and has completed 5K, 8K and 10K races in the last two years. 
 

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Dan Dervaitis

Dan Dervaitis

Director, Business Strategy & Analysis

I lead an analytical team focused on providing best-in-class business reporting and intelligence which helps our advisors grow efficient and highly functioning practices to best serve our clients.

Dan has been with Richardson GMP since 2009 and brings nearly 20 years of industry experience in the financial services industry with expertise in business line analysis, policy design and implementation, investment advisor analytics and reporting, and change management. 

Dan graduated from University of Guelph with a B.Sc in Environmental Engineering, and was a nominee for the Investment Industry Association of Canada (IIAC) ‘Top Under 40’. Dan is a champion for the Daily Bread Food Bank and supports many children and women’s charities.

Dan plays guitar in a band and dabbles in home recording.
 

Elliot Muchnik

Elliot Muchnik, CPA, CA, ICD.D

CFO & Director, Finance

My team ensures the soundness and stability of the financial and capital structure of Richardson GMP to support ongoing business growth.

With Richardson GMP since 2009, Elliot brings 20+ years of experience in corporate finance to his role.

Elliot holds a BBA from York University, along with CPA and CA designations. He is also a graduate from the Institute of Corporate Directors (ICD.D) at Rotman School of Management (2017). Elliot is a supporter of local no-kill animal shelters & wildlife rescue charities as well as being a former Treasurer at Canada World Youth.

Elliot enjoys sailing, snowboarding…and anything to do with Roman history and literature.
 

James Price

Jamie Price, CFA

Director, Capital Markets and Investment Products

My team focuses on delivering the highest quality investment management services, which includes providing market insight and strategies as well as expertise and access to unique and high-quality niche investment opportunities. As a cornerstone to the Richardson GMP overall client experience, we help advisors meet the tailored investment goals of our clients through transparent and intuitive investment management.

Jamie has lead the Capital Markets and Investment Products team at Richardson GMP since 2014. He provides nearly 20 years of experience leading teams that develop and manage ‘best in breed’ investments to most effectively meet the needs of clients.

Jamie holds a BA (Hons. – Economics/Geography) from Queen’s as well as being a CFA Charter holder since 2006. He is also involved in various industry associations promoting early stage capital fundraising.

Jamie is a former water skier & squash player, and a very amateur photographer.
 

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Scott

Scott Stennett

Chief Operating Officer & Director, Operations & Information Technology

My team partners with our internal business units to build and maintain a progressive advisor and client centric technology platform that puts both usability and security of their information at the forefront. We believe that clients should be able to interact with Richardson GMP on their terms – when and how they want – so we are committed to investing in our digital platform to provide multiple channels to access information and interact with Advisors.

Scott has been with Richardson GMP since 2014 and brings 20+ years of experience in leading operations, and technology solutions & integration to his role.

Scott has a BA (Finance & Economics) from Western and an Honour Business Administration (Finance) degree from University of Windsor. Scott is on the Board of Directors of the Ombudsman for Banking Services and Investments (OBSI), member of the Investment Industry Association of Canada (IIAC) Private Client Committee and an active participant in a number of volunteer engagements including the Toronto Daily Food Bank, Canadian Cancer Society and Children’s Aid Society.

Scott is an amateur home improvement handyman including dry walling and painting.
 

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Sarah Widmeyer

Sarah Widmeyer

Director, Wealth Strategies

Through our tax, estate and financial planning specialist team, we help our clients grow and protect their assets in diverse and tax efficient ways. We help protect their families from the unforeseen and we help guide them as they create their family legacies. We meet our clients where they are in their lives, whether they are building businesses or transitioning them, building careers or transitioning to the next stages of their lives. We help to support families as they care for their elders and sometimes at the same time help them prepare the next generation to responsibly inherit wealth. 

Sarah has been with Richardson GMP since early 2018 with 25+ years experience in the financial services sector: with a focus on private wealth management and advisory services.

Sarah has an BA – English and History (Hons.) from University of Toronto as well as her Certified Investment Management Analyst (CIMA) designation through Wharton School of Business and the Investment Management Consultant’s Association. As well, Sarah serves on the Board of Directors of the Women’s Brain Health Initiative – a charitable organization focused on funding research and creating education programs to combat brain-aging diseases that primarily affect women.

Sarah is a classically trained pianist and a master baker in training.
 

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Michael Williams

Michael Williams, LL.B, MBA, CIM®

Chief Risk Officer & Chief Compliance Officer

The Risk, Compliance and Legal teams support Richardson GMP’s overall business strategy to ensure we identify and manage our risks effectively, meet our compliance obligations, stay ahead of industry and regulatory changes, and provide legal expertise to support our advisors and firm as they continue to do great things for our clients.

Michael has been with Richardson GMP since 2017 with 25+ years of business management, legal, risk and compliance experience in the government and financial services sector.

Michael has a BA – History (Hons.) from Western University, LL.B from University of Windsor and an MBA from Dalhousie University.  Michael is Chair of the Grad Ball Committee for Pathways to Education, Member of the Compliance and Legal Section Executive at IIROC, former head coach for the Leaside Tigers Soccer Club, and former Chair & Board Member for Toronto City Mission.

Michael enjoys creative writing and music, and has been performing as a singer, guitarist and songwriter since the early 80’s.
 

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