Meet our Team
Portfolio Manager and Investment Advisor
With over 20 years of experience as an Investment Advisor, I oversees the financial affairs of a select group of families, retirees, corporate executives, business owners and non-profit organizations. I worked for 8 years in public practice as an Accountant, This gave me incredible experience in the understanding of financial information. Because I have the knowledge and experience of an accountant, I have the experience to plan for businesses.
Building strong client relationships is the foundation of my approach as a financial adviser. My primary focus is guiding clients to achieve their financial objectives with clarity, transparency, and a disciplined process.
I takes tremendous pride serving on many hospital boards and foundations, notably his 6-year term as President of the Jewish Hospital of Hope Eldercare Foundation.
Maddie has been active in the financial services industry for over 25 years. Maddie joined the industry in an administrative capacity, going on to become licensed as a Registered Representative and now oversees the daily operations of the business. Among her educational achievements, she has successfully completed the Canadian Securities Course, Investment Management Techniques, and Options Licensing Course.
Maddie is responsible for ensuring an efficient and expedient client on-boarding experience, as well as maintaining client requests and relationships. She replies to unsolicited requests for orders on shares, mutual funds, options and fixed-income securities, and is responsible for maintaining and administering all client cash flow and investment income strategies.
She has been working directly with Bradley Steinmetz’ team since April 2018, and brings with her an extensive background in the investment industry and a keen attention to detail. Simply put, Maddie is one of the most experienced and sought-after financial assistants in the city. "9 to 5 is not part of our vocabulary." says Maddie, "we see tasks through until they are completed."
Outside of work, among many of her interests, Maddie enjoys playing tennis whenever possible, and traveling the world.
Jean Richard, LL.L, LL.M, M. Int. Tax, Pl. Fin., TEP
Sr Manager HNW Consulting
Enterprise Wealth Planning
Jean obtained a Licentiate of Laws (LL.L.) from the Université de Montréal in 1980 and was admitted to the Quebec Bar in 1981. He then followed a course in income tax given by the Canadian Institute of Chartered Accountants (CICA) in 1989. Jean
also holds a diploma in financial planning from the Institut québécois de planification financière (IQPF), as well as the title of practitioner conferred by the Society of Trust and Estate Practitioners (STEP). He completed his education with a Master of International Taxation (M.Int. Tax) from the University of New South Wale (UNSW) in Australia as well as a Master of International Taxation and Financial Services from the Thomas Jefferson School of Law (San Diego, California) where he graduated Summa cum laude.
In his capacity he provides support and advice to our Canadian and US clients on complex issues of taxation, estate, financial plan and business succession.