Please check back here regularly for informative
updates. We'll have a variety of topics
ranging from what’s going on in the markets to wealth enhancing strategies that
we can help our clients implement.
If you would like our posts to be emailed to you, please let
us know by emailing Team.Orgil@RichardsonGMP.com
Who are we?
Yaron Orgil CIMA®, FCSI®, Director, Wealth Management &
Wealth Advisor
Yaron holds the Certified Investment Management Analyst
(CIMA®) designation from the Wharton School at the University of Pennsylvania.
He is also a Chartered Investment Manager (CIM®) and a Fellow of the Canadian
Securities Institute (FCSI®). Yaron is a fully accredited Portfolio Manager
qualified to perform discretionary money management. He graduated Magna Cum
Laude from Drexel University with a B. Sc in Business Administrations where he
was a member of the hockey team that competed in the American Collegiate Hockey
Association and helped lead the team as co-captain to the Eastern Collegiate
Hockey Association’s league championship in his senior year. Yaron lives in
Toronto with his wife, their two young boys, and dachshund/terrier.
Justin Turner CIM, DMS®, CFP®
Justin is a Canadian Investment Manager (CIM), a Certified
Financial Planner (CFP®), and a Derivatives Market Specialist (DMS®). He has extensive knowledge in the fixed
income and options markets. Justin has
lived and worked in South America for many years. In his free time, Justin enjoys spending time
with his wife and two dogs.
Eden Wood
Eden has over ten years of business experience, with a
background in operations, sales strategy and project management. She has B.A. in Broadcast Journalism and Fine
Art from Hofstra University. Previously
from New York, Eden lives in Toronto with her family.
What do we do?
The Orgil Wealth Management Group of Richardson GMP
specializes in constructing, implementing, and managing comprehensive and
tax-efficient wealth solutions that are tailored to our clients' specific
needs.
Our clients trust and rely on our strategic focus,
innovative solutions, integrity, and dedication to providing exceptional
service. By utilizing our expertise and backgrounds, we help our clients
achieve their goals while exposing them to the least amount of risk. This
allows our clients to spend more time on the activities they enjoy, while we
focus on managing their finances.
A full service approach:
To identify your objectives, we develop a full understanding
of your family background, priorities, goals and objectives. Then, we’ll
customize a wealth plan based on our understanding of your unique situation.
From there, we’ll develop a comprehensive wealth solution to help you achieve
your investment objectives.
It’s important to us to focus on your priorities to enhance
and protect wealth.
Our customized solutions include some or all of the
following: tax & financial planning retirement planning, estate planning,
insurance solutions, business succession, and philanthropy.
To learn more about The Orgil Wealth Management Team, please
visit our website at www.orgilweath.com
