Jan Sampson

Jan Sampson has over 25 years of experience in various senior roles within the financial industry. Currently, they are the Director of Operations at Richardson Wealth, a position they started in 2021. Prior to that, they worked at CI Financial for 13 years, where they held positions such as SVP of Client Experience, SVP of Corporate Initiatives, Vice President of Sales & Marketing, and Vice President of Special Projects. Before joining CI Financial, Jan was the Vice President of Channel Initiatives at Assante Wealth Management from 2006 to 2008. Jan also served as the Chief Operating Officer at IQON Financial Inc. from 1997 to 2006, where they successfully oversaw various operations and achieved significant growth. Jan began their career at Manulife Financial as a Manager of Group Retirement Services in 1996. Overall, they have demonstrated expertise in operations management, client experience, strategic initiatives, sales, marketing, and technology implementation.

Jan Sampson completed the following education programs in a chronological order:

- In 2021, Jan attended the University of Toronto - Rotman School of Management, completing a program in Business Design Thinking - From Insight to Innovation.

- In 2018, Jan participated in a program at the University of Toronto - Rotman School of Management called The Judy Project - Executive Education, Women in Leadership.

- In 2014, Jan completed an Executive Education Strategy Program at the Smith School of Business at Queen's University.

- From 1988 to 1992, Jan attended the University of Manitoba, where they obtained a Bachelor of Commerce (Honors) degree, majoring in Finance and Marketing.