Who are we?

Blair Baert  B.Comm., CFP^®, CLU^®, CIM^®

Senior Wealth Advisor

  403.355.6054
  Blair.Baert@RichardsonWealth.com

For over 25 years, Blair has excelled at the creation, implementation and ongoing monitoring of personalized wealth management plans for clients. His love of the industry stems from his passion for the long-term aspect of planning and nurturing relationships with clients as their lives evolve.

Blair’s interest in financial planning was sparked by a course he took while getting his Bachelor of Commerce from the University of Alberta. He worked as a tax and estate planning consultant at a major life insurance company and gained expertise as an independent advisor at a global bank. Blair joined the team in 2010 and in the fall of 2026, he alongside Jodi became managing partners of Net Worth Thinking™ Partners.

In addition to his B.Comm, Blair carries an extensive number of designations including the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®) and Chartered Investment Manager (CIM®).

Blair lives with his partner Laura and their daughter, Nyah. Beyond his family and working with clients, he’s passionate about golf which is one of his favourite ways to reset his focus.

Jodi McLaughlin  B.Comm., PFP^®, CIM^®

Senior Wealth Advisor

  403.355.6055
  JodiMarie.McLaughlin@RichardsonWealth.com

As a Senior Wealth Advisor, Jodi brings an experienced, thoughtful and education-focused approach to wealth planning. She works closely with individuals and families to understand what their wealth means to them, define their vision for the future and develop and implement comprehensive strategies to support achieving their more.

Jodi holds the Chartered Investment Manager (CIM®) and Personal Financial Planner (PFP®) designations, as well as a Bachelor of Commerce with Distinction from the Haskayne School of Business at the University of Calgary, where she was the recipient of the Silver Medallion, an achievement awarded to the top-performing student in each major. While completing her degree, she was asked to tutor personal financial management at both the undergraduate and MBA levels, igniting her passion for wealth planning and advancing the financial education and well-being of others.

Before joining the team in 2020, Jodi spent more than a decade honing her skills in wealth planning and investment management at a major financial institution. In the fall of 2026, she alongside Blair became managing partners of Net Worth Thinking™ Partners.

Jodi lives with her partner, Christopher, and their three cats. When she’s not diving into a book or a podcast, she enjoys travelling.

Jasmine Dawe  CIM^®

Associate Investment Advisor

  403.260.3856
 JasmineC.Dawe@RichardsonWealth.com

While beginning her career in investment and securities management, Jasmine has since found her passion in financial and wealth planning. She found this niche due to her meticulous nature and her curiosity of the “what if”.

Jasmine has a Bachelor of Business Administration, Finance, with a specialization in Financial Services from Mount Royal University. Upon graduation, Jasmine started at Richardson Wealth in a special projects role and slowly migrated into investment and security management, and joined the team in 2024. Having concentrated in Financial Services in university, Jasmine is working towards her Certified Financial Planner (CFP) designation.

During this pursuit, she enjoys continuously learning and working towards expanding her industry knowledge and education to better assist clients, constantly focused on betterment in all aspects of her career. Being the first university graduate in her family, Jasmine’s ideology embodies the importance of empowerment, while acknowledging individual challenges. Jasmine is a strong advocate for her peers to start thinking about their financial wellness young, and to utilize the resources available through financial management firms. Ultimately, Jasmine aims to support and grow with the newest generation to enter the workforce.

Jasmine lives with her partner Andrew and can be seen outside the office staying active and spending time with friends and family.

Isaiah Berstad

Assistant

  403.355.6057
 Isaiah.Berstad@RichardsonWealth.com

Isaiah began his career in the data-driven energy sector, where he discovered a strong interest in the structure and problem-solving side of financial services. Drawn to the organized, client-focused nature of wealth management, he now applies his analytical mindset to supporting the team’s administrative and operational processes.

Before joining Richardson Wealth, he worked for a large Canadian energy company, where he was tasked with data integrity and process improvement projects. This experience strengthened his ability to analyze complex information and streamline processes, capabilities that translate into supporting clients with clarity and precision.

Driven by a desire to help others grow and feel confident in their decisions, Isaiah’s passion for this work stems from his experience coaching volleyball alongside his wife. Mentoring athletes taught him the value of guiding people through challenges, building trust, and celebrating progress as goals are achieved. He values being part of a team that supports clients through meaningful milestones and is committed to contributing with patience, clarity, and genuine focus on their long-term success.

Isaiah has a Bachelor of Business Administration with a disciplinary focus in Financial Analysis from Mount Royal University. He is currently completing his securities licensing courses and is eager to continue expanding his education in the industry.

Isaiah lives with his wife, Kate, and outside of their shared love of travel, he enjoys skiing, golfing, and spending time with family and friends.

Harj Takhar

Estate & Insurance Advisor

Harj specializes in helping high-net-worth and ultra-high- net-worth families protect and transition their wealth through sophisticated insurance and estate planning strategies.

He embraces the nuances and complexities surrounding intricate organizational structures and leverages his deep expertise in wealth preservation to design tailored insurance solutions. His advisory approach focuses on minimizing tax, optimizing cash flows and integrating business and succession planning. Additionally, Harj helps implement appropriate trust, philanthropic, and estate planning strategies to fulfill family legacy objectives. He strives to provide clients with a sense of financial well-being and confidence in their family’s wealth stewardship.

Prior to joining Richardson Wealth in 2024, Harj spent nearly a decade advising affluent families and business owners on financial, tax, estate, succession, emigration, and cross-border planning in both the public accounting industry and financial services sectors.

Harj shares our team’s belief in lifelong learning and holds multiple designations – Chartered Professional Account (CPA), Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP) & Chartered Life Underwriter (CLU) – and is currently pursuing his US Certified Public Accountant designation with an anticipated completion date of 2026.

Harj lives with his wife and their two children. When time permits, he can be found playing basketball, enjoying live theatre, or trying the newest restaurant in the city.