Our team

Matthew Phillips has been in the financial services industry since 1989 and holds many industry accreditations including Certified Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) and Portfolio Manager. He has completed many of the industry’s top courses including the Partners, Directors and Senior Officers Course (PDO) and the Personal Financial Planning course - CSI. Matthew is also licensed to provide insurance solutions and to trade options.

Since 1987, Douglas has built a solid foundation of experience, through a progression of senior roles with a Canadian Chartered Bank, a bank owned wealth management firm, and a boutique Investment Counsellor. In 2005 Douglas (and Philip) partnered with Richardson Wealth to combine their best practices and past experiences to provide the best opportunities to their clients. To this day, that foundation thrives.

Douglas has earned the designations of Portfolio Manager and Certified Investment Manager. He is also a Fellow of the Canadian Securities Institute.

A graduate of the University of Western Ontario, Doug is actively involved with a number of charities and non-profit organizations focusing on Canada’s youth. Douglas lives in Toronto with his wife and 3 sons.

Hennadiy draws on over half a decade of integrated experience spanning the financial services industry and professional investment advisory. He holds a bachelor’s degree from the University of Waterloo and has completed the Canadian Securities Course (CSC) and the Derivatives Fundamentals and Options Licensing Course (DFOL). He is also progressing through the Chartered Financial Analyst designation (CFA) with one level remaining.

As a Dealing and Registered Representative licensed in securities, retail products and options, Hennadiy brings a strong foundation in risk analysis and portfolio construction. He builds multi-asset portfolios tailored to each client’s objectives, applying disciplined analytics and practical insight to ensure portfolios remain resilient and adaptable through evolving market conditions.

Renee's experience in the Financial Industry spans over 27 years. Renee has successfully completed the Canadian Securities Course and the Conduct and Practices Handbook Course offered through the Canadian Securities Institute. Renee takes pride in leveraging her experience to provide exceptional client service by ensuring that inquiries and administrative issues are dealt with promptly and efficiently.

David has over three decades of experience taking care of stakeholders needs and helping connect people to meet their needs, including over 9 years as a Senior Mortgage Advisor (AMP) and 7 years at the University of Guelph. David is a specialist at putting people at ease, making connections, and helping ensure that clients have the best possible experience. His role and skills allow the team to continue to take great care of current clients while ensuring our business model continues to achieve its goals. A graduate of Ryerson University, David should be your first contact point for new relationships with our team.

Krista has worked as an integral part of Matthew`s team since 2009 and provides exceptional service to clients. She handles incoming inquiries as well as scheduling meetings and organizing special events. Krista has years of experience in the banking and financial industry and attributes her knowledge and experience to making the day-to-day business run smoothly and efficiently.

Gardiner Goodman joined Richardson Wealth in September 2025 as an Associate Investment Advisor, bringing eight years of experience in the financial services industry. His primary focus is helping clients build and execute personalized financial plans—translating life goals into clear, actionable strategies for investing, retirement, and beyond.

Before joining Richardson Wealth, Gardiner spent five years at a private investment-counsellor firm and three years in the Private Wealth division of a major Canadian chartered bank. This diverse background has equipped him with a deep understanding of both institutional and personal wealth management, allowing him to offer thoughtful, tailored advice to a wide range of clients.

Gardiner holds a business degree from Dalhousie University and has earned the Certified Investment Manager (CIM) designation. He is passionate about developing long-term relationships with clients and takes pride in guiding them through the many stages of their financial journey.