Meet our award-winning Advisors

Alongside their excellence comes recognition of it
 

Richardson Wealth Advisors are the best in the business, providing clients with exceptional service and the ability to actualize their own goals. Every Advisor who partners with Richardson Wealth meets our high standards of operational excellence and integrity. They have deep expertise in areas that matter most to our clients and bring both a discerning and innovative approach to wealth management. Congratulations to all our Advisors for raising the banner of excellence.
 

Marc Dalpé

Portfolio Manager, Investment Advisor

Wealth Professional Top 50 Advisor 2021

At Richardson Wealth, we believe human financial experts can’t be automated—not when it comes to providing personalized, value-added and meaningful investment advice. It’s this expertise and level of service that helped Marc Dalpé achieve the No. 4 ranking of Wealth Professional magazine’s Top 50 Advisors for 2021. For over 30 years Marc has worked closely with his clients to ensure that their retirement goals, among other objectives, are realized. He credits his success at effectively working with and supporting clients to his long-term experience, his genuine understanding of their unique needs, and his dedication to lifelong learning and training. “In the financial sector, nothing is as important as knowledge and judgment,” he says. 

 

Ida Khajadourian, FMA, CAIA®, CIM®

Director, Wealth Management, Portfolio Manager, Investment Advisor

Wealth Professional Top 50 Advisor 2021

At Richardson Wealth, trust and service are prioritized as qualities for our Advisor Partners. Among them is Ida Khajadourian, who garnered the No. 3 spot in Wealth Professional’s Top 50 Advisors for 2021. With over 20 years of experience, Ida takes a proactive approach when working with clients to ensure that client portfolios are properly positioned and in line with their views, goals and objectives. Ida focuses on capital preservation, alternative strategies, and alpha generation using a risk/reward-oriented approach to help clients and their families maximize their success and “live life on their terms”. “My promise is to strive for excellence and to continue earning clients’ trust.”

 

Alexandra Horwood

Alexandra Horwood, CIM®

Director, Wealth Management, Portfolio Manager, Investment Advisor

Wealth Professional Top 50 Advisor 2021

A big picture thinker and meticulous planner, Alexandra Horwood has mastered the discipline and the art of supporting her clients. She combines over 10 years of advisory experience and knowledge, an unsurpassed work ethic, a meticulous understanding of her clients’ needs, along with strict adherence to wealth-management best practises to lead her growing Toronto-based business. Alexandra is no stranger to success and has a range of awards under her belt. Her ranking as Wealth Professional’s No. 25 Top 50 Advisor for 2021 marks her fifth consecutive appearance on the annual list. “My sales experience, passion for entrepreneurship, and my genuine interest in caring for and helping people are all a perfect complement to the wealth management business.”

Kyle Richie

Senior Vice President, Investment Advisor

Wealth Professional Top 50 Advisor 2021

Kyle Richie’s knowledge, passion, and ability to communicate everything from complex strategies to advanced planning with clarity have made him one of the most sought after professionals in the industry. Kyle has once again made the Top 50 Advisor list, ranking No. 34 for 2021. The 20-plus year industry veteran utilizes the strategy of “thoughtful holistic planning” as an important part of his approach. The idea resonates well with all of his successful clients, who include mostly medical professionals. Among his other accomplishments, Kyle has co-authored a book with his partner, Andrew Feindel, titled Kickstart Your Corporation: The Incorporated Professional’s Financial Planning Coach.

Joseph Bakish, CFA, TEP, B.Sc., CHS, CLU, FCSI®, CFP®

Director, Wealth Management, Portfolio Manager, Investment Advisor

Wealth Professional Top 50 Advisor 2021

Montreal-based Joseph Bakish represents the true spirit of entrepreneurship, collaboration and innovation that is synonymous with the Richardson Wealth brand. Joseph, who ranked No. 46 in Wealth Professional’s Top 50 Advisors for 2021, has built a successful advisory practice by prioritizing the best interests of his clients. Joseph, who heads up the Bakish Wealth Management team, joined Richardson Wealth in 2015 to provide clients with access to a wider universe of investment options, better technology and more transparency and clarity regarding cost and performance. Joseph specializes in dealing with the wealth complexities physicians face, making the counsel of healthcare professionals a cornerstone of his practice.