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

 
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President, Director

Mr. Wolfe is the President and co-founder of Richmond Equity and is responsible for overall business and corporate affairs. Mr. Wolfe has been in the financial services industry for over 30 years. Formerly, he was President and CEO of EnerVest Management Ltd (2005-2008), the management company for EnerVest Diversified Income Fund that invested $2 billion on behalf of 70,000 investors in a diversified portfolio of income trusts. Mr. Wolfe worked at Bissett & Associates Investment Management Ltd. (1993-2001) in a variety of roles including President (1997-2001) and CEO. He served as Chairman of IFIC and the Mutual Fund Dealers Association of Canada (2000-2002). Mr. Wolfe is a graduate from the University of Alberta and the Katholieke Universiteit of Leuven, Belgium.

Kevin Wolfe BA, MBA 

Investment Counsellor

Mrs. Hindmarch is the Investment Counsellor at Richmond Equity and is responsible for client servicing, business development, and is a member of the investment committee. Mrs. Hindmarch has been in the financial services business for 8 years, previously employed as Vice President, Private Wealth Counsellor at Fiduciary Trust Company of Canada. Prior thereto, she was a Research Associate at Peters and Co. Limited covering predominantly Canadian exploration and development companies. Mrs. Hindmarch obtained her Chartered Investment Management designation in July 2018 and holds an Honors Specialization in Finance from Western University. 

Megan Hindmarch BMOS, CIM

Portfolio Manager, Director

Mr. Pynn is a co-founder of Richmond Equity and has over 35 years of investment management experience. He is currently responsible for research and portfolio management of the Richmond  Funds. Mr. Pynn was previously employed at Bissett & Associates Investment Management Ltd. (1987-2008) including President (2006-2008). He had a variety of investment roles including Lead Portfolio Manager of the Bissett Canadian Equity Fund and was responsible for managing over $6 billion of Canadian equities. Mr. Pynn is a graduate of the University of Calgary, earned his Chartered Financial Analyst designation in 1989 and completed the Institute of Corporate Directors course in 2009. He is a member of the CFA institute and the Financial Executives Institute of Canada.

Fred Pynn BComm, CFA

Portfolio Manager, Director

Mr. Yester is responsible for research, analysis and investing on behalf of the firm’s North American equity funds.  Mr. Yester has over 8 years of experience in the financial services industry, the vast majority with Richmond Equity implementing the investment philosophy developed by the firm’s founders.  Mr. Yester was appointed Portfolio Manager in January 2018, having served as an Equity Analyst since October 2015.  Previously, he was employed with Haywood Securities Inc. as an Analyst, Investment Banking. Mr. Yester earned his CFA charter in September 2017 and holds a Bachelor of Commerce Degree, Dean’s List, from the Peter B. Gustavson School of Business, University of Victoria.

Scott Yester BComm, CFA

Portfolio Manager

Mr. Koper is responsible for research, analysis, financial modeling, and investing on behalf of the Richmond Funds. Mr. Koper was appointed Portfolio Manager in January 2021 after previously serving as an Equity Analyst since joining the firm in 2018. Prior to joining Richmond, he was responsible for data analytics as well as coordinating the securities donation program at the United Way of Calgary and Area (2016 – 2017). He obtained his CFA charter in June 2020. He is a graduate of the University of Victoria and holds a Bachelor of Science Degree, with distinction, in Economics with minors in Finance and Business.

Nick Koper BSc, CFA

Portfolio Manager

Mr. Webster joined Richmond in 2022 and is responsible for the management of the Richmond Funds. Mr. Webster has over 26 years of investment management experience and was previously employed at Mawer Investment Management (2015-2021) where he was responsible for servicing institutional clients. His industry experience includes equity research, portfolio management, client service, and asset allocation. Mr. Webster received the CFA designation in 2004, an MBA from the Schulich School of Business at York University, and a Bachelor of Arts - Economics degree from the University of British Columbia.

Cameron Webster CFA, MBA 

Chief Compliance Officer, Director

Mrs. Adams is the Chief Compliance Officer (CCO), former Chief Financial Officer (CFO) and co-founder of Richmond Equity.  She has been in the financial services industry for over 26 years and was formerly CFO of Brownstone Asset Management (2003-2008). Prior thereto, Mrs. Adams was CFO at Bissett & Associates Investment Management Ltd. (1993-2001). Mrs. Adams holds a Chartered Accountant designation (1985) and is a graduate of Queens University.

Wendy Adams BComm, CPA, CA

Chief Financial Officer

Ms. Olsen is the CFO and is responsible for financial reporting and the implementation of securities legislation requirements impacting our firm. She was appointed CFO in March 2021 after previously acting as Senior Accountant and Compliance Officer since joining the firm in March 2020. Prior to joining Richmond, she worked at Hopewell Residential where she was primarily responsible for financial reporting, financing compliance and internal control implementation (2016-2020). She obtained her Chartered Accountant designation while articling at PwC (2012-2016) and graduated with a Bachelor of Commerce (Honours) degree from Queen’s University.

Laura Olsen BComm, CPA, CA

Manager, Fund Services 

Ms. Lozynsky is responsible for fund administration and back-office operations. She was previously employed at ATB Wealth in system operations and corporate actions administration (2015-2019). Prior thereto, Ms. Lozynsky was a Financial Advisor at the Bank of Nova Scotia (2014-2015). She is a graduate from the University of Lethbridge and Libera Università di Bolzano in Italy with a degree in International Management. Ms. Lozynsky also obtained a diploma in Marketing from SAIT and completed the Canadian Securities Course in 2016.

Alicia Lozynsky B.Mgt.

Director

Mr. Quinn is a co-founder of Richmond Equity and sits on the Board of Directors. He is currently involved in developing our next generation of investment professionals and previously served as  Portfolio Manager and Investment Counsellor. Mr. Quinn has over 35 years of experience in the financial services business and formerly held various senior management positions at Bissett & Associates Investment Management Ltd. (1984-2005). During Mr. Quinn’s tenure as Chief Investment Officer and President of Bissett & Associates (2002-2005), he directly oversaw 14 different investment funds with nearly $11 billion of assets under management. He is a CFA charter holder and a graduate of Bishop’s University.

Mike Quinn BBA, CFA

 
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