My team drives digital transformation and enhances advisor services through innovative technologies and optimized client engagement. We aim to streamline processes, deliver exceptional value and save advisors time daily to enable deeper client interactions. Our commitment to efficiency and client-centric solutions aligns with the firm’s strategic objectives and fosters cross-team collaboration.
Marcus ChunAbout
Marcus joined Richardson Wealth in 2024, bringing more than 20 years of experience in the financial services industry. A dynamic leader, Marcus heads the firm’s digital transformation — driving innovation, aligning technology with strategic business goals, and overseeing both Operations and IT.
Previously, Marcus held senior leadership roles at two of Canada’s major banks, where he led strategic planning, digital transformation and business solutions initiatives. He also spearheaded the implementation of advanced technologies, including artificial intelligence and robotic process automation, to enhance efficiency and client service.
Marcus holds an MBA from Ivey Business School, as well as a BA in Economics and a BSc in Biology from Western University. He has also completed executive education programs at Stanford University, Cornell University, and Osgoode Hall Law School.