Meet our
leadership team
A company is only as good as its people – in particular, its leadership. Our guiding principles and culture start here. At Richardson Wealth, our organization is aligned from top to bottom with our core values, philosophy, vision, standards and goals to deliver results for our clients, employees and firm.
Dave
Kelly
President & CEO
In January 2024, Dave joined Richardson Wealth as Chief Operating Officer and became President & CEO on October 1. Dave and his leadership team are dedicated to building a best-in-class experience for advisors by equipping them with the resources, products, and services necessary for their success.
Francis Baillargeon
SVP, Chief Financial Officer, RF Capital Group
Our talented team drives operational efficiency and financial strategy to enhance the firm's performance and strengthen relationships with investment advisors, the Board, and shareholders.
Natalie Bisset
SVP, Head of Corporate Development
My team is responsible for spearheading Richardson Wealth’s recruitment initiatives and pursuing strategic partnerships and future…
Lynne Brejak
SVP, Chief People Officer
At Richardson Wealth, we believe that having high-performing and engaged employees whose values are aligned with our principles…
Krista Coburn
General Counsel & Corporate Secretary
Our experienced legal team supports the entire organization as we execute our strategic and business plans. We strive to be trusted…
Sarah Widmeyer
SVP, Wealth Strategies
Through our tax, estate and financial planning specialist team, we help our clients grow and protect their assets in diverse and tax-efficient ways…
Michael Williams
LL.B, MBA, CIM®
SVP, Chief Risk Officer
The Risk, Compliance, Credit and Business Solution teams support Richardson Wealth’s overall business strategy to ensure we identify…
Meet our regional leaders
Neil Bosch
Regional Head, Advisor Experience and Growth, Western Canada
In 2005, Neil Bosch transitioned to Richardson Wealth and within a few years, he was managing the Edmonton office and sitting on the RF Capital Board. Neil continues to run his Edmonton-based practice while managing the Calgary office, and is the regional head of western Canada.
James King
Regional Head, Advisor Experience and Growth, Eastern Canada
A thirty-year veteran in the industry, James has been at Richardson Wealth and its predecessor firms, for 20 years, during the last 10 of which he has been running the Toronto branch.