making and following a plan

Dave Kelly joins Richardson Wealth as chief operating officer

The Globe and Mail
January 8, 2024.

In an exclusive interview with The Globe and Mail, Kish Kapoor, President & CEO at Richardson Wealth, announces the appointment of Dave Kelly as the new Chief Operating Officer. Kish discusses the strategic importance of the COO role in reaching the company’s ambitious target of managing $100 billion in assets. Kish offers insight on Dave’s extensive background in wealth management and shares why the COO role is crucial to driving Richardson Wealth’s future growth and success.

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