Dave Kelly

Director/Board Member at RF CAPITAL GROUP INC.

Finance

Consumer Services

Profile

David James Kelly is President & Chief Executive Officer at Richardson Wealth (USA) Ltd. (Investment Management) since 2024.
He is Vice Chairman at RF Capital Group, Inc. and Vice Chair at Richardson Wealth Ltd., both positions starting in 2026.
Formerly, Mr. Kelly was Chief Executive Officer at Onex Canada Asset Management, Inc. from 2022 to 2023.
He was Senior Vice President & Head at TD Asset Management, Inc. He served as SVP & Head-Private Wealth Management at The Toronto-Dominion Bank from 2019 to 2022.
Education includes an MBA from Rotman School of Management in 2006 and an undergraduate degree from the University of Guelph.

Dave Kelly active positions

Companies	Position	Start
RF CAPITAL GROUP INC.	Director/Board Member	01/10/2024
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	01/03/2026
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	01/10/2024

All active positions of Dave Kelly

Former positions of Dave Kelly

Companies	Position	End
GLUSKIN SHEFF + ASSOCIATES INC	Chief Executive Officer	01/09/2023
THE TORONTO-DOMINION BANK	Corporate Officer/Principal	01/01/2022
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	-

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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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