Richardson Wealth Executive and Leadership Team

Dave Kelly, the President & Chief Executive Officer at Richardson Wealth, directs the firm's overarching strategy and operational execution. Overseeing all business units, the President & Chief Executive Officer ensures alignment with the company's mission of delivering personalized financial advice and investment solutions to high-net-worth individuals, families, entrepreneurs, and institutions across Canada. This leadership role involves fostering an entrepreneurial culture that supports bespoke wealth strategies tailored to unique client goals and circumstances. By championing long-term fiduciary excellence and deep client relationships, Dave Kelly drives the firm's commitment to helping clients grow, protect, and pass on their wealth. The President & Chief Executive Officer's focus remains on maintaining Richardson Wealth's independence from proprietary product constraints, thereby enabling advisors to source optimal investment solutions from a wide universe of financial products. This strategic direction ensures that client best interests are paramount, supporting long-term financial security and legacy planning.

Ayeza Ahmed, the Chief Financial Officer & Vice President, Rwl Finance, Radio Frequncy Capital at Richardson Wealth, oversees all financial operations and fiscal strategy. This executive directs the financial planning, accounting, and reporting functions, ensuring robust fiscal management that supports the firm's growth and operational objectives. Ayeza Ahmed's responsibilities include managing the financial health of the organization, optimizing capital allocation, and ensuring compliance with all financial regulations pertinent to wealth management in Canada. The Chief Financial Officer & Vice President, Rwl Finance, Radio Frequncy Capital plays a crucial role in maintaining the firm's independence by managing financial resources effectively, allowing advisors the flexibility to source diverse investment solutions for high-net-worth clients. This leadership ensures that financial strategies align with the company's mission of delivering personalized advice and investment solutions, reinforcing fiduciary excellence and client trust. Ayeza Ahmed's financial acumen is vital for sustaining the firm's capacity to provide bespoke wealth strategies and long-term financial security.

Jan Sampson, the Chief of Staff at Richardson Wealth, manages strategic initiatives and operational efficiency across the organization. This role involves coordinating key projects and ensuring seamless execution of the President & Chief Executive Officer's directives, directly supporting the firm's commitment to personalized financial advice and investment solutions. The Chief of Staff facilitates communication and collaboration between departments, fostering the entrepreneurial culture that underpins Richardson Wealth's bespoke wealth strategies. By optimizing internal processes and driving cross-functional alignment, Jan Sampson enhances the firm's capacity to serve high-net-worth clients, families, entrepreneurs, and institutions throughout Canada. The Chief of Staff's efforts are critical in maintaining the high standards of fiduciary excellence and deep client relationships that define the firm's market position. This executive ensures that operational frameworks support the freedom for advisors to source diverse investment options, reinforcing the client-centric approach.

Lynne Brejak, the Senior Vice President, Chief People Officer at Richardson Wealth, leads human capital strategy and organizational development. This executive is responsible for attracting, retaining, and developing top talent, fostering the entrepreneurial culture that is central to the firm's success in delivering personalized financial advice. Lynne Brejak oversees all aspects of human resources, including talent acquisition, compensation and benefits, employee relations, and learning and development programs, ensuring that the workforce is equipped to support high-net-worth clients, families, entrepreneurs, and institutions across Canada. The Senior Vice President, Chief People Officer's strategic focus on people management reinforces Richardson Wealth's commitment to fiduciary excellence and deep client relationships by cultivating an environment where advisors can thrive. This leadership ensures that the firm's most valuable asset—its people—are empowered to provide bespoke wealth strategies and exceptional service, driving client satisfaction and long-term financial security.