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Richardson Wealth - SEKO Wealth Advisors
The Independent Source

October 2025

The SEKO Team goes to Banff!

The entire SEKO Team came together for the Richardson Wealth Annual Summit, this year set against the beautiful backdrop of Banff, Alberta. As always, it was an incredible opportunity to connect with new colleagues, reconnect with familiar faces, and celebrate the culture that makes our team so special.
We were also thrilled to meet some of our newest partners from iA Wealth. The summit kicked off with a team-building day in Calgary, where we embraced true Alberta style with custom-fitted cowboy hats, as seen in the photo below!


Richardson Wealth PSA Squash Tournament

This year's PSA Men's Copper event has attracted 24 of the BEST players from around the world - with 15 players ranked within the World Top 100.
The SEKO team would like to invite you to attend the 2025 Richardson Wealth PSA Men’s Open, taking place from October 15th to 19th at the Vancouver Lawn and Tennis Club.
Whether you're a longtime squash fan or simply looking for a great evening out, it's a fantastic opportunity to connect, relax, and enjoy high caliber matches in a great atmosphere.


Apple’s Legacy Contact: Protecting Your Digital Memories

We live in a world where so much of our lives - photos, notes, messages, and documents, live in the cloud. But have you ever thought about what happens to all that digital content after you’re gone? Apple has quietly built a thoughtful solution: Legacy Contact.
With Legacy Contact, you can name a trusted person (a spouse, child, or close friend) who will have access to your iCloud account after your death. This means your most meaningful memories like family photos, videos, and important files won’t be lost

Tyler Steele BA, CFA®, FEA
Senior Portfolio Manager, Senior Investment Advisor
Tel.: 604.640.0554 • Email
 

Neil Kumar CIM®, FEA
Senior Portfolio Manager, Senior Investment Advisor
Tel.: 604.640.0406 • Email
 

Jessica Dewey BA
Associate
Tel.: 604.640.0405 • Email 
 

Brenda Geib BA, PFP
Associate
Tel.: 604.640.0559 • Email
 

Heather Meehan
Assistant
Email
 

Jaideep Sandhu CFA®
Portfolio Analytics Associate
Tel.: 604.640.0254  •  Email
 

Amelia Wigan B.Sc.
Assistant, Team Coordinator
Tel.: 604.640.0209 • Email

Tim Engelbert CIM, B.Sc.
Senior Portfolio Manager, Senior Investment Advisor
Tel.: 604.640.0317  •  Email
 

Rory O'Connor CIM
Senior Portfolio Manager, Senior Investment Advisor
Tel.: 604.640.0315  •  Email
 

Maryam Fejvai
Associate
Tel.: 604.640.0556 • Email
 

Jackson Kern
Associate
Tel.: 604.678.6583 • Email 
 

Danielle O'Neill PFP
Associate Investment Advisor
Tel.: 604.640.0309  •  Email
 

Jennica Vegelahn
Associate
Tel.: 604.640.0319  •  Email

 
Serina Girdherlal
Associate
Tel.: 604.640.0236  •  Email

The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results. Insurance services are offered through Richardson Wealth Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC, NB, NS, PEI and NL. Richardson Wealth is a trademark of James Richardson & Sons Limited, used under license.

Address: Guinness Tower, 1055 West Hastings Street, Suite 2200 Vancouver BC V6E 2E9 Canada