Kathy McMillan CFP®, CFDS, CIM®, CeFT®, R.F.P.
Senior Wealth Advisor, Investment Advisor, Portfolio Manager
Email
Phone: 403.355.6050
Mona Schoenfeld CFP®, CFDS
Associate Investment Advisor
Phone: 403.355.6051
Peter Churchill-Smith CFA, CIM®
Portfolio Manager, Investment Advisor
Phone: 403.260.3803
Elese Steeple FMA
Investment Advisor
Phone: 403.260.3858
Thomas Neustaedter CIM®
Associate Investment Advisor, Associate Portfolio Manager
Phone: 403.260.3846
Pamela De Lima CPA
Assistant
Phone: 403.355.6052
Christopher Thurber
Associate
Phone: 403.776.6233
Teri Miller
Phone: 403.355.6062
Mikaila Boggs
Phone: 403.355.6069
Eva Luong
Phone: 403.355.6059
525 8th Avenue SW, Suite 4700Calgary, Alberta T2P 1G1 Phone: 403.355.6050
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term.
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