Diverse Viewpoints. Collaborative Approach.

Scott began his career in the financial industry in 1997 after graduating from the University of Windsor with a Bachelor of Commerce. He became a Certified Financial Planner (CFP®) in 1998 and was the first dedicated Comprehensive Financial Planner in Canada at RBC Dominion Securities. In 2007, Scott joined MD Financial Management and spent the next 15 years working with physicians and their families, developing an intimate understanding of their unique financial planning needs. Scott feels that the greatest compliment he can receive is when he has gained his clients’ trust through his efforts and expertise.

Looking for more independence and entrepreneurial autonomy, Scott joined the WSMP Wealth Management Group at Richardson Wealth in 2023.

Scott is a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA®).

In his spare time, Scott enjoys spending time with his children, Christine and Tyler. He likes to read, play hockey, and cycle extremely long distances on rail and bike trails. 

Rick started his career as a consultant in the IT sector, which provided him with the opportunity to hone his problem-solving skills and cultivate meaningful relationships with clients. In the early 2000s, Rick made the decision to change course and transition into the financial industry, allowing him to follow his long-held passion for the complexity and dynamic nature of the financial markets. 

Rick worked at Manulife and IPC Securities as an Investment Advisor, before moving to MD Financial Management in 2014. He takes pride in providing personalized holistic financial plans for Canadian physicians and their families. His particular focus is on helping clients prepare for retirement, with an emphasis on the five years prior, to ensure a reliable income stream so they can live life to the fullest without worrying about the markets. Looking for more independence and entrepreneurial autonomy, Rick joined Richardson Wealth in 2023 and, in March 2023, joined the WSMP Wealth Management Group.

Rick has a university degree in Business and holds the Chartered Investment Manager (CIM®) and Life License Qualification Program (Insurance License) designations.

Rick enjoys spending time with his family, and he also enjoys golfing, hiking and scuba diving. With several destinations on his bucket list, scuba diving in the Galapagos Islands is at the top. 

Karim’s interest in finance was sparked while working for his family’s business. There, he learned the value of building relationships with clients and creating a unique client experience. This is something that he brings to every interaction as a financial planner and senior investment advisor. He takes the time to get to know what drives and inspires each of his clients.

Karim started in the financial services industry in 2008 at CIBC, where he worked as a Senior Financial Advisor for CIBC Imperial Service. In 2018, he joined MD Financial Management where he learned the nuances of working with medical professionals and took pride in thinking outside of the box to meet his clients’ goals.

Looking for more independence and entrepreneurial autonomy, Karim joined the WSMP Wealth Management Group at Richardson Wealth in 2023.

Karim is a Certified Financial Planner (CFP®) and holds the Chartered Investment Manager (CIM®), Fellow of the Canadian Securities Institute (FCSI®), and Life License Qualification Program (Insurance License) designations.

When he is not working with clients, Karim likes to spend time with his wife, Nichola, and his daughters, Aya and Alina. He also enjoys golfing, playing sports, and travelling. 

As a financial planner and senior investment advisor, Chris loves distilling the complexity of the financial markets and decision-making into a concise plan that allows clients to focus on what matters to them, whether it's family, career, or personal goals.

His interest in economics was cultivated while attending York University for a Bachelor’s Degree in Political Science and Public Policy. Shortly after graduation, he joined RBC, where he worked in security trading and portfolio management, and built extensive planning experience with high-net-worth clients. In 2018, he joined MD Financial Management, where he learned the nuances of working with medical professionals.

Looking for more independence and entrepreneurial autonomy, Chris joined the WSMP Wealth Management Group at Richardson Wealth in 2023.

Chris is a Certified Financial Planner (CFP®) and holds the Chartered Investment Manager (CIM®) and Life License Qualification Program (Insurance License) designations.

Chris enjoys spending time with his wife, Stephanie, and their two children Giuliana and Marcus. 

As part of the highly experienced administration team, Bonnie focuses on the details that enable exceptional client experiences. Sometimes that’s administrative tasks like booking meetings or coordinating new accounts; other times it requires her to liaise with external professionals or respond to client transaction requests or inquiries.

After a career in accounting services and insurance, Bonnie transitioned to the financial services field in 2007. She completed the requirements and became a licensed Investment Representative in 2009. Bonnie joined MD Financial Management in 2014 as a Client Service Associate. In 2023, she joined the WSMP Wealth Management Group at Richardson Wealth.

Bonnie enjoys spending time with family and friends. She has two dogs – both boxers – that keep her active. Bonnie taught herself to crochet at the beginning of the pandemic and has found a passion for creating items with yarn. 

As part of the highly experienced administration team, Aida focuses on the client experience: booking client meetings, coordinating new accounts, liaising with accountants and assisting clients with inquiries. She’s a people person with over 20 years of experience in the financial services industry.

Aida worked as a Sales Force Coordinator at Sun Life Financial for 11 years. In 2013, she joined MD Financial Management, where she fostered positive experiences and built lasting relationships with clients. In 2023, she joined the WSMP Wealth Management Group at Richardson Wealth.

Family plays a big part in Aida’s life. Together they enjoy camping, having BBQs, swimming and travelling. 

Paula brings over 28 years of experience to her role. She began her career with Canada Trust in the mortgages and savings business, and moved to MD Financial Management in 2005. Paula is the main point of contact for clients and supports the team through business development, back-end administration, and client coordination. Paula is customer service-focused, resourceful and tenacious. If she doesn’t know the answer, rest assured she’ll go the extra mile to find it. She looks forward to building lasting relationships with her colleagues and providing an extraordinary client experience. In 2023, Paula joined the WSMP Wealth Management Group at Richardson Wealth.

Her educational background includes completion of her Canadian Securities Course (CSC), Conduct & Practices Handbook Course (CPH) and the Wealth Management Essentials Course (WME).

Paula is an animal lover and believes in the importance of reducing her carbon footprint. Outside of work she enjoys walking, hiking, biking and spending time with her family and young grandkids.