Toronto, Ontario, Canada
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.
Lead Private Investment Advice, Wealth Advisory Services, Private Banking, Private Trust and the Private Investment Counsel businesses at TD. Guide vision, strategy and execution for diverse teams of wealth advisors and TD specialists serving high-net-worth Canadian families with a full range of financial services. Cultivate a team environment to support the success and effectiveness of TD advisors across Canada. Direct all teams and endeavors toward a client-first focus, mentoring and guiding teams to optimize the client experience and provide advice on preserving and growing personal wealth. Empower, support and direct executives, business leaders and over 1,100 advisors across Canada by: • developing teams that are common in purpose and diverse in thought to best deliver on continually evolving opportunities • clarifying our vision and driving accountability for each group • encouraging contribution from and collaboration with advisors and leaders to deliver on objectives and exceed goals Intended for informational purposes only, is for Canadian residents, and does not constitute any financial, legal, tax, investment or other advice. For important information and disclosures please visit td.com/legal and td.com/SocialMediaDisclaimer.
Guided vision, strategy and execution for teams of wealth advisors and TD specialists serving high-net-worth families with a full range of financial services. Led collaborative process for exceeding client expectations while providing innovative advice on preserving and growing personal wealth. Executive oversight for teams and strategy implementation focused on: • financial planning • tax planning • business succession planning • wealth management • estate planning