Richardson Wealth
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.
Richardson Wealth
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. Operating under the Richardson Wealth brand is RF Capital Group Inc., a TSX-listed (TSX: RCG) wealth management-focused company. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships. We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing. Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme. Le Groupe Capital RF inc. exerce ses activités sous la marque Patrimoine Richardson, une société de gestion de patrimoine cotée à la Bourse de Toronto (TSX : RCG). Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations. Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.