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Along with his workforce together with Neil Bosch and James King, the not too long ago appointed regional heads of Advisor Expertise & Development, he’ll give attention to bolstering the advisor expertise and help supplied by the agency.
“It’s an thrilling time to be in an business that’s poised to double in measurement within the subsequent decade, particularly when a rising variety of advisors and their shoppers are opting to affix high quality, impartial boutique wealth administration corporations like Richardson Wealth,” Kelly mentioned. “With the numerous investments Richardson Wealth made to dramatically scale the enterprise now in place, I’m drawn to the agency’s advisor-centric tradition, the wealthy historical past of the title on the door, and the imaginative and prescient to change into the model of selection for Canada’s high advisors and their shoppers.”
Walked in our footwear
For Kish Kapoor, chief govt officer of RF Capital and Richardson Wealth, Kelly’s appointment is an thrilling step in offering an enhanced advisor expertise.
“Dave’s huge expertise, perception and management capability are an ideal match for us as we pivot to accelerating development,” he mentioned. “He has walked in our footwear. He has been an funding advisor, a department supervisor, a regional chief, and a senior govt within the wealth administration business. Over his profession, he is constructed his personal observe, coached entrepreneurs and led efforts to drive backside line outcomes.”
Richardson Wealth is specializing in its advisor help but in addition on recruiting extra advisors and buying or partnering with like-minded corporations.
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