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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Mr. Wolfe is the President and co-founder of Richmond Equity, 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

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Mr. Quinn is a co-founder of Richmond Equity, and is responsible for client servicing, investment oversight, and developing our next generation of investment professionals. 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.

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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. 

President, Director

Tel: (403) 538-7331

Investment Counsellor, Director

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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Mr. Yester is responsible for research, analysis and investing on behalf of the firm’s North American equity funds.  Mr. Yester has over 7 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.

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Mr. Pynn has over 33 years of investment management experience. He is currently responsible for research and portfolio management of the Richmond Equity Fund. 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.

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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.

Portfolio Manager, Director

Tel: (403) 538-7333

Portfolio Manager

Tel: (587) 393-6620

Portfolio Manager

Tel: (403) 537-6334

Compliance & Reporting

Wendy Adams
 

BComm, CPA, CA

Laura Olsen
 

BComm, CPA, CA

Alicia Lozynsky
 

B.Mgt.

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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 25 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.

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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.

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Ms. Lozynsky is responsible for fund administration and back office operations. Previously she was 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.

Chief Compliance Officer, Director

Tel: (403) 538-7332

Chief Financial Officer

Tel: (403) 930-6177

Fund Administrator

Tel: (403) 930-6178

 
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