Branch Management

The focus is on you, the client. Working with a Richardson Wealth advisor isn’t just about getting financial and investment guidance. It’s about building relationships. To deliver meaningful advice and lasting value, your advisor has to understand you – what’s important to you and your family, what you want to achieve, what keeps you up at night and why.

Our branch management team’s focus is also on our advisors, and we support them as our clients. As a client of the Ottawa office, our promise to our advisors is an environment where they and their clients feel Welcomed, Supported and Motivated to keep growing their practice, their way.

We’re always looking for new clients and welcome the opportunity to speak with you.

 

Sébastien Lacoste
Branch Manager
Tel: 613.788.8054

Seb is responsible for advisor acquisition in our nation’s capital and managing our growing Ottawa office. He has deep expertise in coaching, practice management and branch management honed over two decades in wealth management at bank-owned and independent firms. Seb has a profound understanding of what advisors need to thrive and how to help teams expand and excel. A bilingual leader, he’s an educator at heart and a strong believer in collaboration through sharing best practices.

While working as a Practice Management Consultant, Seb had the opportunity to coach some of the industry’s top investment advisory practices nationwide. He’s always keen to share what he learned as every team he worked with was unique and had different needs to keep growing their practice and achieving their goals.

An all-round enjoyable and friendly guy, Seb draws his energy from being a proud father to Delphine, Jérôme and Florence, and an outdoor enthusiast. You’ll often find him on a bike, whether he’s commuting to work or shredding local trails on his mountain bike.

Thomas Proulx
Branch Assistant

Thomas is our Branch Assistant, he’s often the first person you see when you visit our office, ready to greet you with a smile and help you get settled in while you wait to meet with your Investment Advisor. He also provides administrative and operational support to branch management and the advisor teams in the branch. Drawn to the financial services industry, Thomas enjoys the dynamic nature of the field and the opportunity to work in an environment that directly impacts people’s financial well-being.

After just recently completing a bachelor’s degree in criminology from Simon Fraser University, Thomas values the opportunity to grow in wealth management and provide clients with an exceptional experience.

After growing up and residing in Surrey, BC for 22 years, Thomas made his way to the Ottawa-Gatineau area to spend more time and be closer to his siblings and two nephews. To unwind after a busy work week, Thomas enjoys a variety of sports from floor hockey, basketball, dodgeball, volleyball.