Dave Kelly

Chief Executive Officer at

Richardson Wealth (USA) Ltd. (Investment Management)

Finance

Consumer Services

Profile

Mr. David J.
Kelly is a President & Chief Executive Officer at Richardson Wealth and a Vice Chair at Richardson Wealth Ltd. Mr. Kelly was previously employed as a Vice Chairman by RF Capital Group, Inc., a Chief Executive Officer by Gluskin Sheff + Associates, Inc., a SVP, Head-Private Wealth Management by The Toronto-Dominion Bank, and a Senior Vice President & Head by TD Asset Management, Inc. He received his undergraduate degree from the University of Guelph and an MBA from Rotman School of Management.

Dave Kelly active positions

Companies	Position	Start
Richardson Wealth Ltd. Richardson Wealth Ltd. Investment ManagersFinance Richardson Wealth offers a wide range of customizable and goal-based investment options for clients to achieve their goals while improving diversification, maximizing returns and minimizing their risk.	Corporate Officer/Principal	28/02/2026
Richardson Wealth (USA) Ltd. (Investment Management) Richardson Wealth (USA) Ltd. (Investment Management) Investment ManagersFinance Richardson Wealth-IM offers a wide range of customizable and goal-based investment options to help clients achieve what they want in life while improving diversification, maximizing returns and minimizing the clients’ risk.	Chief Executive Officer	30/09/2024

All active positions of Dave Kelly

Former positions of Dave Kelly

Companies	Position	End
GLUSKIN SHEFF + ASSOCIATES INC	Chief Executive Officer	31/08/2023
THE TORONTO-DOMINION BANK	Corporate Officer/Principal	31/12/2021
TD Asset Management, Inc. TD Asset Management, Inc. Investment ManagersFinance TDAM aims to provide strong risk-adjusted investment returns over the long term. A collaborative team-based approach helps them to develop a comprehensive perspective on managing risk and taking advantage of opportunities.	Corporate Officer/Principal	-
RF CAPITAL GROUP INC.	Chief Executive Officer	10/03/2026

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Training of Dave Kelly

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Linked companies

Private companies	8
The Toronto-Dominion Bank The Toronto-Dominion Bank Major BanksFinance Provides personal, commercial, retail and corporate banking, wealth management & insurance services	Finance
TD Asset Management, Inc. TD Asset Management, Inc. Investment ManagersFinance TDAM aims to provide strong risk-adjusted investment returns over the long term. A collaborative team-based approach helps them to develop a comprehensive perspective on managing risk and taking advantage of opportunities.	Finance
Rotman School of Management Rotman School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Guelph University of Guelph Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
ONEX Canada Asset Management, Inc. ONEX Canada Asset Management, Inc. Investment ManagersFinance Provides investment advisory services	Finance
RF Capital Group, Inc. RF Capital Group, Inc. Investment ManagersFinance Provides wealth advisory services	Finance
Richardson Wealth (USA) Ltd. (Investment Management) Richardson Wealth (USA) Ltd. (Investment Management) Investment ManagersFinance Richardson Wealth-IM offers a wide range of customizable and goal-based investment options to help clients achieve what they want in life while improving diversification, maximizing returns and minimizing the clients’ risk.	Finance
Richardson Wealth Ltd. Richardson Wealth Ltd. Investment ManagersFinance Richardson Wealth offers a wide range of customizable and goal-based investment options for clients to achieve their goals while improving diversification, maximizing returns and minimizing their risk.	Finance

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