Meet our team

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Investment team

D. Walter McCormick
Garreth Fallis

D. Walter McCormick CFA

Senior Portfolio Manager, Senior Investment Advisor

Garreth Fallis CFA, CAIA, FEA

Senior Portfolio Manager, Senior Investment Advisor

Walter and Garreth have combined experience of more than 90 years working with high net worth individuals, trusts and pension plans. They joined Macquarie Private Wealth in 2011, which was acquired by Richardson Wealth in 2013, where they provide their clients with a wide universe of investment options within an open architecture environment. They operate on a discretionary, fee-only basis.Walter graduated from the University of Western Ontario in 1980 with a Bachelors degree in Economics and became a Fellow of the Canadian Securities Institute in 1984. He was awarded the Chartered Financial Analyst (CFA) designation in 1986. 

Garreth earned his Bachelor of Arts degree in Economics from the University of Waterloo in 1989. He was awarded the Chartered Financial Analyst designation in 1991 and was accredited as a Chartered Alternative Investment Analyst (CAIA) by the Association in Amherst, Maryland in 2011. Garreth also holds the Family Enterprise Advisor (FEA) designation, which he completed in 2017.

Both Garreth and Walter have been active in various community charities, foundations and boards. Walter has served as a member of the Robarts Council and is a former member of the Board of Governors of Trinity College School in Port Hope. Walter has also been an active member of fundraising committees for the Toronto Community Foundation, the SickKids Foundation and the Arthritis Foundation. Garreth was involved with the Volunteer Action Centre of Kitchener and the United Way Allocation Committee. He also served as the Treasurer of the Guelph Spring Festival.

Administrative team

William McCormick CIM

Associate Portfolio Manager, Associate Investment Advisor

William has been with the team for 14 years and started his role compiling research and earnings results along with model portfolio tracking. He has since expanded model performance analytics, asset mix changes and organizes all widespread trades for Walter’s clients. William is available to execute trade orders if Walter or Garreth are out of reach. He holds his Chartered Investment Manager (CIM) designation.

Colleen James

Colleen James

Assistant

Colleen has worked with Garreth and Walter for many years and brings over a decade of experience addressing the needs of high net worth individuals. Colleen ensures a high level of accuracy and excellence is maintained in areas that include account administration, compliance monitoring and other high level portfolio management support. Colleen would be pleased to address any administrative concerns or needs you may have.

Avian Tang

Assistant

Avian joined the team in October 2024 after dedicating over a decade to postgraduate studies, first in Ottawa and then in Montreal. She brings that same work ethic and careful attention to detail into supporting the team and clients and strives to ensure a seamless and efficient administrative experience. Avian would be happy to help with any questions and concerns that may arise.