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Portfolio Manager, Investment Advisor, CIM, FEA

Richardson Wealth

Guinness Tower, 1055 West Hastings Street, Suite 2200, Vancouver, British Columbia V6E 2E9

Team Assets (Custodied)

$748-million

Typical Size of Household Accounts

$1-million -
$5-million

Minimum Account Size for New Business

$1.5-million

Typical Net-Worth of Relationships

$3-million -
$10-million

Neil Kumar is a Portfolio Manager, Investment Advisor and founding partner of JSK Partners. The cornerstone of his mature business is wealth planning with a focus on capital and tax planning. But it’s the strong relationships he has built and nurtured that are foundational to it all. He believes his integrity as an advisor, and as a contributing member of the community, is instrumental to those relationships and the most important lever in his practice.

His team’s motto is “small promises made and kept”. This is more than a slogan; it’s a philosophy that builds integrity and leads to trust. His view is that if his team can’t deliver on the minutia, clients will have no confidence they can tackle the big picture. His practice is about creating unwavering excellence through exemplary client experience.

Though based in Vancouver, Neil treats the community as essentially a small town where word spreads fast. That word must be glowing. He is known broadly for doing exactly what he says. This high-touch approach helps him to build peace of mind with clients, allowing them to focus on what matter the most to them rather than on short-term market trends. A self-proclaimed markets fanatic with a knack for economics, Neil sees his value as helping clients enjoy the wealth they have accumulated and be the steward of that wealth for future generations, not to score homeruns.

In 2011, Neil joined Macquarie Private Wealth, Richardson Wealth’s predecessor firm. Prior to that, he spent 14 years at HSBC Securities. Neil studied Finance at Simon Fraser University and holds the Chartered Investment Manager designation. Last year, Neil earned the Family Enterprise Advisor designation. In addition, Neil is the lead portfolio manager of the JSK Partners North American Equity Portfolio. He is a member of the Responsible Investment Association, and has obtained the Responsible Investment Specialist designation.

Neil’s Vancouver roots run deep, as does his community participation. He is an active supporter of the SPCA, BC Children’s Hospital and Potluck Café Society. Neil derives great joy experiencing B.C.’s diverse wilderness ecosystems and it’s in the backcountry where he clears his mind hiking and camping year around. He and his wife, two children and dogs live in Langley, B.C.


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