Meet Our Team

Greg graduated with honours from the Sauder School of Business Commerce program at the University of British Columbia (UBC). With over two decades of experience in wealth management, and licensed in Alberta, B.C., Manitoba, Ontario and Quebec, he holds a Certificate in Advanced Investment Advice (CAIA), the Chartered Investment Manager (CIM®) designation, which allows him to provide discretionary money management services to affluent families and institutional clients, and the Financial Management Advisor (FMA) designation. Greg is also a licensed insurance advisor, broadening his level of knowledge of wealth management strategies well beyond the scope of basic financial planning. Greg is a Fellow of the Canadian Securities Institute (FCSI), considered the highest honour in Canadian financial services.

Greg is responsible for the construction, monitoring and maintenance of portfolios for clients. This includes the analysis, due diligence, selection and monitoring of securities and third-party managers, including equities and fixed income, private equity, investment funds and alternative strategy funds.

Extending beyond just investments, Greg understands the importance of holistic wealth management which encompasses planning for today and whatever the future may have in store. Greg works closely with clients’ professional advisors and our in-house tax & estate planning professionals to develop customized plans to address any estate, tax, philanthropy, insurance, business succession and intergeneration wealth planning clients may require. He is also experienced in divorce-specific financial analysis and support, helping clients navigate the divorce process to confidently move forward with their lives.

Furthermore, Greg has a broad understanding of behavioral economics; understanding how individuals make investment decisions, how they perceive risk, and how best to personalize their client experience.  As an avid student of this discipline, he has successfully completed the Canadian Securities Institute's Micro-Certificate in Applied Behavioral Finance.

He resides in North Vancouver with his wife, Rebecca, their daughters, Fiona and Sonya, and their black lab Aengus. He enjoys playing hockey, mountain biking, and golfing throughout the year and holds a Black Belt in Shaolin Kung Fu.

Greg and his team are also dedicated to giving back.  In addition to managing the assets of a number of foundations, the team donates annually to food banks in Canadian cities where their clients live, as well as the Canadian Mental Health Association.

Robert graduated from the University of British Columbia (UBC) with a Bachelor of Science and started his career with McLeod Young Weir in 1978, which was acquired by the Bank of Nova Scotia in 1988. He remained with Scotia McLeod until 2005 when he joined GMP Private Client L.P., now Richardson Wealth Limited. Robert is an Accredited Investment Fiduciary Professional AIFP.

As an AIFP designee Robert works with Investment Fiduciaries to implement proper policies and procedures to help fiduciaries manage their duties and obligations. Robert employs uniform, industry-recognized processes for developing personalized investment strategies based solely on an investor's specific investment needs, to apply objective, comprehensive standards for evaluating and recommending investment options, perform ongoing due diligence, monitor and report portfolio performance and to conduct ongoing reviews of our business practices to ensure fiduciary principles are being properly applied.

Richardson Wealth (USA) Limited is an RIA (Registered Investment Adviser) and Robert serves US citizens and residents as an Investment Advisor Representative (IAR).

Our team provides discretionary investment management including portfolio construction, due diligence and wealth and estate tax planning to high-net-worth families and business owners in Canada. Clients include professionals, senior executives, former executives, founders of public and private companies and family offices with intergenerational wealth.

Robert is also active in Canadian capital markets through financing of public and private companies, private equity, funds and alternative investments.

Lori Wright began her career in the financial services industry in Corporate Finance before taking time away to raise her daughters in Montreal and Maui. She returned to Vancouver in 1996, holding prominent roles at CIBC Wood Gundy and Richardson GMP. In 2005, Lori and Robert were among the first to join GMP Private Client when its Vancouver office opened. With over 25 years of experience as a Branch Administrator and Associate Advisor, Lori has developed deep industry knowledge and is recognized as a mentor to many within the Canadian investment community.

Lori is thankful to be part of Richardson Wealth as part of Team Phillips Byler, Lori is committed to delivering exceptional client service and precision. She values building strong client relationships and takes pride in understanding each client’s unique goals and needs. Licensed as an Associate, Lori ensures a thoughtful and personalized approach to her work.

Outside of the office, Lori enjoys life in Steveston with her husband Bernie and their Dog Reese. She spends her free time with family and is passionate about cycling.

Graydon graduated with a Bachelor of Management & Organizational Studies in Finance & Consumer Behaviour from Western University. Before joining Richardson Wealth, he worked as a quantitative analysis assistant at a boutique investment firm in Toronto. He has since completed the required Canadian Securities Institute programs to be a licensed, Investment Representative.

Graydon oversees much of the day-to-day administrative tasks from opening and updating accounts, cash transfers, to documentation required for many of the unique investments clients participate in throughout the year. As an Investment Representative he also assists with clients’ equity, fixed income and investment fund trading.

In addition to a background in finance, Graydon has experience in the field operations of a number of early-stage resource companies; ranging from ground floor roles (soil sampler, core cutter, drill helper) to higher-level roles in investor relations and capital markets. He also has experience as a distinguished, licensed fishing guide, managing and supervising fishing trips and operations. When not on the water, Graydon can be caught cheering on the Buffalo Bills or playing golf.

Karen holds an undergraduate degree from UBC, a diploma from Langara College, and brings close to 18 years of experience in the banking and financial industry. Licensed as an Investment Representative, Karen has developed a strong expertise in supporting clients in their financial journeys. She is skilled at account documentation, maintaining positive relationships with clients, and supporting the advisory team. Known for her detailed-oriented approach, she is dedicated to providing the utmost care and service to the needs of every individual.

Outside of her professional life, Karen enjoys jogging, watching TV and spending time with family. Karen lives in Vancouver with her husband Wayne, two children Alexandria and Oliver, and their dog Cooper.