Who we are

As the driving force behind the practice, Dave Chipman brings an in-depth understanding of the markets and a sensitivity to the dynamics of wealth into every client interaction. It’s those sensibilities and instincts that have made him a trusted advisor to a select group of professionals, business owners and high net worth families. 

Seeing his father’s and brother’s love for their careers in the financial sphere, Dave was inspired to join the industry after graduating from Marian University in Wisconsin with a Bachelor’s Degree in Business Management and Accounting. He took a post at Merrill Lynch at the height of the tech bubble of 2000 and spent the first two years in a crashing market, all while Merrill Lynch was acquired by CIBC. It was an education in the dynamics of market volatility, one that prepared him for the seismic shift the financial services sector was about to move through. 

In 2008, while at CIBC Wood Gundy, Dave saw the opportunity to best align his interest with those of his clients and became a discretionary portfolio manager. His father Art Chipman joined him as an Associate Investment Advisor and Dave launched his first discretionary model in June 2010. He’s been helping clients reach their goals this way ever since. 

Drawn to Richardson Wealth’s emphasis on entrepreneurial autonomy and wide-reaching resources, Dave brought his practice to the firm in 2020. In addition to a Bachelor’s degree in Business Management and Accounting, Dave has his CIM^® (Chartered Investment Manager) designation. 

Beyond the office, Dave loves spending time with his wife and two kids. He’s passionate about all sports, particularly hockey and golf. He’s also a proud graduate of St. Paul’s High School in Winnipeg.

Art Chipman likes to joke that he only moved firms once over his near three decades in the financial services industry, the rest of the changes were just mergers trying to get him on the team. A veteran of the industry, Art joined Richardson Greenshields in 1992, a few years after the sale of his family’s business. He’d always been interested in investing so working in the financial services sector seemed like a good fit. 

When Richardson Greenfields sold to the Royal Bank of Canada, Art moved to another firm that was eventually absorbed by Merrill Lynch and then CIBC. While at CIBC, Art decided to join forces with his son Dave to provide a unique perspective for their clients. In 2020, he moved with Dave to Richardson Wealth.

Art has been on the board of several charities including the United Way for several years. He’s also particularly passionate about working with Indigenous people in Winnipeg.

Michelle has been in the financial services industry for 19 years with 12 years at Richardson Wealth. She is a Certified Financial Planner and holds her Insurance license. 

Michelle enjoys working with numbers, creating tax-planning strategies, financial plans, and projections for clients to help them with their retirement and estate planning. She also assists with various administrative tasks, including preparing reports for client meetings and ensuring clients’ needs are taken care of so they never have to worry.  

Outside of the office, Michelle enjoys spending time with her husband and two young boys, who lead busy, active lives participating in musical activities and sports. She also sits on the board of her local preschool, helping them with bookkeeping and other financial duties.