Simon Partington of Partington Wealth Management is rank 34 in Wealth Professional Canada's 2017 Top 50 Advisors
Partington Wealth Management
Richardson GMP
Toronto, ON
Simon Partington celebrated a decade in the financial planning business in 2016, and his performance over the past year made him a natural choice for the CSI to approach to discuss the tools of his trade. “I was interviewed to share insight into our industry for new students and advisors looking to upgrade their education,” he says. “They wanted the discussion to explain how we mange investments, the different challenges we face, and advice for anyone looking to enter the wealth management industry and build a successful practice.”
Partington’s own start came in 2005, shortly after he graduated from St. Mary’s University in Halifax, where he studied finance. As an assistant to an advisor with Richardson Partners Financial (now Richardson GMP), he worked his way up the ladder at Canada’s largest independent brokerage until becoming an associate investment advisor in 2009. On the way, he gained LLQP and CFP designations, allowing him to specialize in insurance and financial planning. Working as part of Lorna and Stuart McKay’s team at Richardson GMP, he eventually bought their practice in 2015, a decade after first joining the firm.
The past year has been one of transition for Partington, yet he was still able to increase his AUM by $11 million, bringing his total assets to $155 million. Given that his typical client has investable assets of $1 million or more, it’s likely his AUM total could increase again in the year ahead. “I was able to attain my CIM, so we run a fully discretionary, fee-based business,” he says. “Now I want to continue to help families build their wealth and improve on efficiencies and grow my business.”
Richardson GMP
Toronto, ON
Simon Partington celebrated a decade in the financial planning business in 2016, and his performance over the past year made him a natural choice for the CSI to approach to discuss the tools of his trade. “I was interviewed to share insight into our industry for new students and advisors looking to upgrade their education,” he says. “They wanted the discussion to explain how we mange investments, the different challenges we face, and advice for anyone looking to enter the wealth management industry and build a successful practice.”
Partington’s own start came in 2005, shortly after he graduated from St. Mary’s University in Halifax, where he studied finance. As an assistant to an advisor with Richardson Partners Financial (now Richardson GMP), he worked his way up the ladder at Canada’s largest independent brokerage until becoming an associate investment advisor in 2009. On the way, he gained LLQP and CFP designations, allowing him to specialize in insurance and financial planning. Working as part of Lorna and Stuart McKay’s team at Richardson GMP, he eventually bought their practice in 2015, a decade after first joining the firm.
The past year has been one of transition for Partington, yet he was still able to increase his AUM by $11 million, bringing his total assets to $155 million. Given that his typical client has investable assets of $1 million or more, it’s likely his AUM total could increase again in the year ahead. “I was able to attain my CIM, so we run a fully discretionary, fee-based business,” he says. “Now I want to continue to help families build their wealth and improve on efficiencies and grow my business.”
