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His new position at Richardson will embody making certain that the agency’s advisors have crucial enterprise intelligence, leveraging his core strengths in individuals management, strategic considering, and advisor/worker engagement and growth.
“Kevin is a wonderful addition to our management group,” mentioned Richardson Wealth’s newly appointed COO, Dave Kelly. “Having labored collectively at Gluskin Sheff after which at TD for a few years, I’ve seen first-hand what he can obtain. His track-record of driving backside line outcomes is inspiring, and I’m assured he’ll assist us advance our agenda to attain our formidable objectives.”
Kelly was additionally beforehand at Gluskin Sheff having been introduced in by Onex in 2022. He left the agency when most of Gluskin Sheff’s wealth administration advisor groups have been transferred to RBC Wealth Administration Canada in 2023.
Richardson Wealth was a Wealth Skilled 2023 5-Star Brokerage in 2023.
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