equity management ltd

RICHMOND

 

Corporate Profile

Richmond Equity Management Ltd. is an employee-owned, Alberta-based investment management firm with a proven track record of selecting quality, dividend paying North American equities. We apply a consistent investment approach, focusing on equities that generate steady long-term earnings and dividend growth while avoiding resource and commodity price exposure. Our unconstrained, bottom-up mandate allows us to deviate from any index and invest across sectors, geography, and market capitalization. We have limited the size of our asset and client base to ensure a direct client relationship with a portfolio manager and to provide personalized service while maximizing our investment choices and total return potential.

Richmond Equity Management Ltd. is registered as an exempt market dealer in Alberta,  British Columbia and in Ontario. The Richmond Equity Funds are offered under prospectus exemptions to accredited investors.

 

Our Team

Client Servicing

Kevin Wolfe
 

BA, MBA

Mike Quinn
 

BBA, CFA

Megan Hindmarch
 

BMOS, CIM

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President

Tel: (403) 538-7331

Vice President

Tel: (403) 538-7334

Investment Counsellor

Tel: (587) 393-6999

Portfolio Management 

Fred Pynn
 

BComm, CFA

Scott Yester
 

BComm, CFA

Nick Koper

BSc, CFA

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Portfolio Manager

Tel: (403) 538-7333

Portfolio Manager

Tel: (587) 393-6620

Equity Analyst

Tel: (403) 537-6334

Compliance & Administration

Wendy Adams
 

BComm, CPA, CA

Laura Olsen
 

BComm, CPA, CA

Alicia Lozynsky
 

B.Mgt.

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Chief Financial Officer & Chief Compliance Officer

Tel: (403) 538-7332

Senior Accountant &

Compliance Officer

Tel: (403) 930-6177

Fund Administrator

Tel: (403) 930-6178

 
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CONTACT

Phone: (403) 538-7330

Fax: (403) 705-7310

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#3230, 350 - 7th Ave SW
First Canadian Centre
Calgary, AB.
 T2P 3N9

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