Mike Richardson

Mike Richardson is a seasoned finance professional with extensive experience in portfolio management and wealth advisory services. Since July 2018, Mike has served as a Portfolio Manager at MD Financial Management, having previously held the position of Vice President and Portfolio Manager at Caldwell Securities from 2007 to 2018. In addition to financial advising, Mike also contributed as Vice President at Caldwell Insurance Services Ltd., focusing on integrating insurance solutions for client portfolio protection. Earlier roles include involvement with CIBC Mellon in pooled funds and project coordination at Ross Clair Contractors. Mike holds a BA (Honours) in Political Science and Business Administration from Wilfrid Laurier University and has ongoing education from the Canadian Securities Institute, complementing a robust career dedicated to helping clients achieve their financial objectives.