About
Dave Kelly is an industry veteran with almost three decades of experience primarily at Canadian banks. In his early days, he built a practice as an advisor but quickly became drawn into leadership roles.
A former sports captain, Dave learned early in life the power of building a diverse team and the importance of transparency and integrity. He holds an MBA from the Rotman School Management and his BCom, Management Economics in Industry & Finance at University of Guelph.
Throughout his career, Dave has successfully managed growing portfolios, culminating in his role as SVP & Head, Private Wealth Management & Financial Planning at TD. Seeking a more entrepreneurial environment, he then joined Onex as Head, Gluskin Sheff & Associates before the firm shifted back to an asset management model.
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. Committed to fostering the firm’s advisor-centric and entrepreneurial culture, Dave’s team emphasizes operational excellence, seamless integration of desktop tools and technology, and support for building thriving practices.