OUR TEAM

As a senior wealth advisor, Faisal brings a mix of analytical skill and people-first philosophy to Khorshid Bourgeault Wealth Partners. With over 21 years in financial services, he has honed deep technical expertise — an asset in helping clients find clarity, confidence and peace of mind in their wealth planning.

Before bringing his practice under the Richardson Wealth banner, Faisal served as a wealth advisor at IG Private Wealth Management, building long-standing relationships with multi-generational families and business owners.

In addition to a Bachelor of Science in Physics and Mathematics, he holds the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Registered Retirement Consultant (RRC), Chartered Investment Manager (CIM®), Fellow of the Canadian Securities Institute (FCSI), and Master Financial Advisor – Philanthropy (MFA-P) designations.

A dedicated community advocate, Faisal supports education and literacy initiatives through organizations such as Roadway to Literacy and B’nai Brith. Beyond work, he enjoys hiking the Rockies, camping with his family, and playing golf.

As a senior wealth advisor, Paul thrives on bringing simplicity to complex financial situations. With over 30 years in financial services, he combines deep technical expertise with a passion for helping families make confident, informed decisions about their wealth. Grounded yet independent, he brings curiosity, energy, and a solutions-oriented approach to every client relationship.

Paul has built his career working closely with families and business owners, developing long-term strategies that balance growth with protection. He is passionate about the value of planning and professional guidance and humbled by the opportunity to improve clients’ quality of life every day.

Paul is a Certified Financial Planner (CFP®), Registered Retirement Consultant (RRC) and Chartered Life Underwriter (CLU).

Outside the office, Paul embraces life fully — from motor vehicle racing and scuba diving to skiing, biking, boating and every kind of water sport. He values time with family and friends, and seeks out experiences that challenge and inspire.

As an associate wealth advisor, Clayton brings over 23 years of experience helping multi-generational families and business owners develop synchronized financial strategies that balance growth, risk management, and long-term objectives. Growing up on a small Alberta farm, he gained firsthand insight into the ups and downs of entrepreneurship — lessons he now applies to craft plans tailored to each client’s unique needs.

Clayton guides families and business owners by building long-term relationships and translating complex financial concepts into clear, actionable strategies. He is a strong believer in ongoing education and holds the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Registered Retirement Consultant (RRC®), and Group Benefits Associate (GBA) designations.

Outside the office, Clayton enjoys volunteering in his community, attending church, practicing martial arts, staying active at the gym, gaming, and making memories with his wife and two children. His energy and dedication carry through to empowering clients to move forward with confidence.

As an associate investment advisor, Gavin brings a clear, collaborative approach to helping clients gain financial confidence. Prior to joining Richardson Wealth, Gavin was a consultant at IG Private Wealth Management starting in 2016. He's been working with the team since 2018, bringing institutional expertise and a practical, actionable approach to simplify complex financial decisions for his clients.

Prior to being in the financial industry, Gavin studied criminal justice, and he also coached hockey for over a decade at the junior level. He holds the Registered Retirement Consultant (RRC) designation. 

Outside the office, Gavin enjoys cheering on his favourite sports teams, strumming his guitar, and camping with family. He believes a balanced life fuels long-term success — and brings the same energy and dedication to helping clients navigate their financial journey.

Kelly is the executive assistant to Paul, keeping him organized and ensuring the office runs smoothly. With 27 years of experience supporting the team, she brings a deep knowledge of the financial services industry and a commitment to exceptional client service. Kelly’s dedication, organizational skills, and personal warmth make her an invaluable part of Khorshid Bourgeault Wealth Partners.

Prior to joining Paul’s team, Kelly worked at a major financial institution and also owned a tanning salon, giving her a diverse professional background. She holds a Business Administration certificate from Saskatchewan Polytechnic, earned in 1988.

Outside the office, Kelly enjoys gardening, reading, and spending time in nature — hiking, biking, and exploring the outdoors. Family is central to her life, and she is especially excited about her newest role as a grandmother.

Jo-Ann provides comprehensive administrative support to Khorshid Bourgeault Wealth Partners, ensuring smooth operations in a fast-paced and detail-oriented environment. Since joining the team in 2021, she has managed client inquiries, scheduled appointments, processed transactions, maintained client records, and supported client events — all with precision and professionalism.

Over the course of her career, Jo-Ann has held roles in private wealth, banking, retail, and corporate management, bringing a diverse background with strong organizational expertise. She has a Bachelor of Science in Business Management from Xavier University, Philippines.

Outside the office, Jo-Ann enjoys living life to the fullest with her husband, exploring new experiences, and embracing the outdoors. Her curiosity, adaptability, and dedication to her colleagues and clients make her an invaluable part of the team.