When it comes to investing in a world with many complex variables, I am a strong believer in keeping things simple with open lines of communication. In order to simplify the financial world I work diligently with my clients by taking the guess work out and providing them with the necessary tools to make informed decisions.
After completing an honors degree at the University of Toronto, I began my career at National Bank Financial Wealth Management where I built strong client bonds while remaining devoted to continuing education. My approach to wealth management at Richardson Wealth is no different as I believe that performance should be measured by the fulfillment of specific life goals. This is why my commitment to clients revolves around honing in on their true aspirations as I guide them through the different components of wealth planning.
Everything I do is grounded in the highest standards of discipline, integrity and transparency. Because my clients can always trust that I’m solely focused on building and protecting their wealth, they can focus on living life on their terms.
Outside of the office I remain active in the hockey community through various alumni networks as it is important to me to give back to a sport that taught me essential life skills. In my spare time I also enjoy reading, working out and traveling both domestically and internationally.
With 17 years of wealth management industry experience, Amar manages the client facing team within the National Partnership Office and provides financial planning and portfolio construction centered around personalized advice along your financial journey. He prides himself on providing expert advice based on transparency, integrity and clear communication, and believes in the value of building and cultivating long-term client relationships. Offering guidance and clarity, Amar helps clients navigate financial decisions that align with their life goals.
Amar has an MBA in business administration from Dalhousie University, and holds several industry accreditations including CFP, CIM, CSWP and FCSI.
Outside of work he enjoys travelling, cooking, playing sports and spending time with his family.
With over a decade of experience in retail banking and wealth management, Sevan is an Investment Advisor at Richardson Wealth who focuses on delivering personalized financial guidance and seamless client transitions within the National Partnership Office. She believes that deep communication, trusted relationships, and transparency are the foundation of meaningful advice, ensuring clients feel confident and informed throughout their financial journey.
Transparency is central to Sevan’s practice. She explains the “why” behind each recommendation, simplifies complex investment strategies, and maintains disciplined processes that keep portfolios aligned with client goals as life and markets evolve. Her approach ensures that clients not only receive tailored solutions but also understand the reasoning behind them.
Her collaborative approach extends to working closely with internal teams to streamline processes, strengthen client tools, and ensure efficient account transitions—all with the client’s best interests at heart. By fostering teamwork and clarity, Sevan helps create a seamless client experience built on trust and long term relationships.
Outside of work, Sevan enjoys spending time with her family, traveling to create lasting memories, and playing basketball.
Lily entered the world of finance at Richardson Wealth (formerly Richardson GMP) in 2018. In June of 2022 she joined the National Partnership Office as administrative assistant.
Her customer service background and attention to detail has given her the skills to provide clients with personable assistance, and administrative support to the National Partnership Office team.
National Partnership Office