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. Kelly champions the entrepreneurial culture that defines Richardson Wealth, ensuring advisors maintain independence from proprietary product constraints. This leadership fosters an environment where bespoke wealth strategies are tailored to each client's unique financial goals and circumstances. Overseeing the firm's commitment to long-term fiduciary excellence, Kelly ensures that deep client relationships remain paramount. The President & Chief Executive Officer drives the integration of high-touch personal service with a broad spectrum of investment options and financial planning tools. Under Kelly's guidance, Richardson Wealth empowers clients to grow, protect, and pass on their wealth across generations. Dave Kelly's vision solidifies the firm's position as a leading independent wealth management provider in Canada, focusing squarely on clients' best interests and long-term financial security.

Ayeza Ahmed, the Chief Financial Officer & Vice President, Rwl Finance, Radio Frequncy Capital at Richardson Wealth, directs all financial operations and fiscal strategy. Ahmed manages the financial health of the firm, ensuring robust reporting, budgeting, and forecasting to support sustainable growth. This leadership role is crucial for maintaining Richardson Wealth's independence and its ability to offer bespoke wealth strategies without proprietary product constraints. The Chief Financial Officer & Vice President, Rwl Finance, Radio Frequncy Capital oversees financial planning tools that complement the firm's investment solutions, directly impacting clients' ability to grow and protect their wealth. Ayeza Ahmed's expertise ensures the firm's financial integrity aligns with its fiduciary commitment and long-term client relationship focus. By managing financial resources effectively, Ahmed supports the entrepreneurial culture and the delivery of high-touch personal service. This executive's stewardship of financial resources is fundamental to Richardson Wealth's mission of helping clients achieve long-term financial security and legacy planning.

Jan Sampson, the Chief of Staff at Richardson Wealth, facilitates strategic initiatives and operational alignment across the organization. Sampson ensures the smooth execution of the President & Chief Executive Officer's vision, translating high-level objectives into actionable plans. This role involves coordinating cross-departmental efforts to uphold Richardson Wealth's commitment to fiduciary excellence and deep client relationships. The Chief of Staff manages key projects that enhance the firm's entrepreneurial culture, enabling advisors to deliver tailored, bespoke wealth strategies. Sampson's oversight extends to optimizing internal processes that support the combination of high-touch personal service with diverse investment solutions. By streamlining operations, the Chief of Staff contributes directly to the firm's ability to help clients grow, protect, and transfer wealth effectively. Jan Sampson's strategic support is critical to maintaining Richardson Wealth's independence and client-centric focus.

Lynne Brejak, the Senior Vice President, Chief People Officer at Richardson Wealth, leads human capital strategy and organizational development. Brejak cultivates the firm's entrepreneurial culture, ensuring a supportive environment for advisors dedicated to delivering personalized financial advice. This role is central to fostering deep client relationships by empowering the people who build them. The Senior Vice President, Chief People Officer oversees talent acquisition, retention, and professional development, aligning human resources with Richardson Wealth's commitment to fiduciary excellence. Brejak ensures that the team possesses the expertise to offer a broad range of investment solutions and strategic planning tools. By championing employee well-being and growth, the Senior Vice President, Chief People Officer directly contributes to the firm's capacity to help clients grow, protect, and pass on their wealth. Lynne Brejak's leadership in people management is integral to maintaining the high-touch personal service that distinguishes Richardson Wealth in the Canadian market.