Meet our team

Based in the Toronto office, Brett works with Investment Advisors to counsel high net worth families, executives and entrepreneurs on Wealth Planning solutions; helping to articulate their wealth aspirations at any stage. He provides support to his Richardson Wealth colleagues as part of our integrated wealth planning team.

Drawing on extensive financial services expertise and a passion for planning, Brett helps clients express and understand their unique objectives for the wealth they have accumulated. Employing a consistent, conservative value-add approach, Brett takes the time to truly understand what goals our clients want to achieve and creates an innovative and tailored solution for every client and their family.

Brett has 20 years’ experience as Financial Planner and has worked at several major investment management firms. Prior to joining the financial services industry, Brett was in the Canadian military, retiring in 2000, after a rewarding and successful career of 20 years serving in Canada and abroad.

Brett is a Certified Financial Planner (CFP®) and is a member of the Society of Tax and Estate Practitioners (STEP). He also holds the designation of Chartered Investment Manager (CIM) and has completed the Canadian Securities Course CSC), the Conduct and Practices Handbook (CPH) and the Life License Qualification Program (LLQP).

Karen Sill is an experienced financial planner based in Toronto. Karen collaborates with the tax & estate team to support investment advisors in Toronto and Ottawa, delivering personalized, goal-oriented financial planning to valued clients of Richardson Wealth.

With 25 years of experience in financial services, Karen enjoys building meaningful relationships, being instrumental in shaping clients' financial lives, and providing them with peace of mind regarding their financial future. Karen has enjoyed working with clients who have specialized needs and goals, including physicians and lawyers, throughout their various careers and life stages.

Karen is a Chartered Financial Planner (CFP), a Financial Management Advisor (FMA) and holds a life insurance license. She has completed both the Canadian Securities Course and Wealth Management Essentials with the Canadian Securities Institute.

Beyond the firm, Karen enjoys entertaining family and friends in the city or at her summer getaway north of Toronto. She stays active by playing hockey and dodgeball, or in the pool at the occasional aquafit class. She has a newfound desire to travel and is creating a list of destinations to explore.

Jason has a well-rounded knowledge of the Insurance industry having worked at all levels of the business. He has worked at the manufacturer level, at the distributor level and, most importantly, as an Independent Insurance Broker and business owner.

Jason’s financial and accounting backgrounds allow him to take a comprehensive approach to advanced Estate and Insurance planning for clients. His ‘educate first’ approach resonates well with clients, who feel that his solution-based recommendations are tailored to their individual needs.

Jason earned a Bachelor of Business Administration with Honors in Accounting and Corporate Finance in 1999 from the University of New Brunswick. He began working on his CA (Chartered Accountant) with Deloitte and Touche in 2001 after taking a sabbatical to train and try out for the Canadian Olympic Swim Team. Upon returning to the work force Jason completed the CSC (Canadian Securities Course) and earned his CFP (Certified Financial Planner) designation in 2003.

*Insurance services offered through Richardson Wealth Insurance Services Limited.

Dedicated to helping clients navigate the complexities of financial planning, Conor reviews financial plans to offer guidance on risk management and asset transfer strategies. With a focus on tax efficiency and wealth protection, Conor partners with investment advisors to ensure their clients receive sound advice that stands the test of time.

What inspires Conor is the opportunity to help people simplify complex situations into clear, actionable steps that align with their goals. He enjoys learning what drives individuals, understanding their concerns, and helping them build a path to financial peace of mind. His favorite part of the job is the face-to-face interactions— the human connection that can feel rare these days.

Conor joined Richardson Wealth in 2023, bringing with him a wealth of experience from his previous role at BMO Private Wealth. Before that, he spent seven years as an Insurance Wholesaler at Manulife. A graduate of the University of Western Ontario, Conor holds a degree in Finance and Administration from the DAN Management program.

Outside of work, Conor cherishes time spent with his wife Alex, their son Owen, and their beagle named Gordie Howl.