Richardson Wealth Executive and Leadership Team

Dave Kelly, the President & Chief Executive Officer at Richardson Wealth, directs the overarching strategic vision and long-term growth trajectory of the firm. By championing an independent, client-first culture, the President & Chief Executive Officer ensures that all investment solutions remain free from proprietary product constraints. This leadership role involves constant engagement with the Board to maintain fiduciary standards while expanding the firm's footprint across the Canadian wealth management landscape. Dave Kelly drives the execution of bespoke financial planning initiatives, ensuring that high-net-worth individuals receive tailored advice that aligns with complex financial goals. Through the cultivation of an entrepreneurial environment, the President & Chief Executive Officer empowers advisors to source diverse market opportunities. Ultimately, the firm achieves sustained market impact and client trust under this guidance, securing the financial future of families and institutions through rigorous, independent wealth management practices.

Ayeza Ahmed, the Chief Financial Officer & Vice President, Rwl Finance, Radio Frequncy Capital at Richardson Wealth, governs the financial health and fiscal integrity of the organization. By managing capital allocation and financial reporting, the Chief Financial Officer & Vice President, Rwl Finance, Radio Frequncy Capital ensures that the firm maintains the stability required to support long-term client relationships. This role involves rigorous oversight of financial planning tools and investment structures, ensuring alignment with the firm's fiduciary commitments. Ayeza Ahmed directs the financial strategy for specialized funds and off-market opportunities, providing advisors with the resources to offer unique investment solutions. By maintaining robust financial controls, the Chief Financial Officer & Vice President, Rwl Finance, Radio Frequncy Capital supports the firm's ability to deliver bespoke wealth strategies. This leadership function remains critical to the firm's independence, allowing for the pursuit of growth without compromising the best interests of high-net-worth clients.

Jan Sampson, the Chief of Staff at Richardson Wealth, manages the operational efficiency and internal alignment of the executive leadership team. By coordinating cross-departmental initiatives, the Chief of Staff ensures that the firm's strategic objectives translate into actionable results for clients. This role involves streamlining communication between senior management and the broader organization to maintain the high-touch service model characteristic of the firm. Jan Sampson oversees the implementation of internal processes that support the delivery of personalized financial advice and investment solutions. By optimizing organizational workflows, the Chief of Staff facilitates a seamless experience for advisors and clients alike. This position requires constant monitoring of firm-wide performance metrics to ensure that all operational activities support the core mission of protecting and growing client wealth. Through meticulous planning and execution, the Chief of Staff maintains the structural integrity necessary for the firm to thrive in the competitive Canadian financial sector.

Lynne Brejak, the Senior Vice President, Chief People Officer at Richardson Wealth, architects the human capital strategy that sustains the firm's entrepreneurial culture. By overseeing talent acquisition, professional development, and organizational engagement, the Senior Vice President, Chief People Officer ensures that the firm attracts and retains top-tier financial advisors. This role involves fostering an environment where high-touch personal service remains the standard, directly impacting the quality of client relationships. Lynne Brejak drives initiatives that align employee performance with the firm's fiduciary mission, ensuring that every team member understands the importance of bespoke wealth planning. By cultivating a culture of excellence and independence, the Senior Vice President, Chief People Officer empowers the workforce to deliver superior financial outcomes for families and institutions. This leadership position remains essential to maintaining the firm's reputation as a premier destination for financial professionals dedicated to long-term client success.