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.

Abbygail Popp
Manager, Branch Administrator
Tel: 613.788.8001

Abby, our Manager, Branch Administrator has almost a decade of experience in the financial industry. She has worked on the retail and wealth side of business in both client facing and management roles offering a unique perspective to the branch. In many of her past roles she has been know for cultivating a collaborative environment and prides herself on her initiative and growth mindset. Abby graduated from the University of Ottawa with a joint specialization in Finance and HR, since then she has completed several certifications including her Financial Planning Designation.

This new adventure at Richardson Wealth will allow her to keep learning as she does what’s needed to keep the office running smoothy, creating a community between all our associates and assistants, and helping keep everyone aware of all system and operational updates. She’s also our quarterback when it comes to ensuring that our new employees have the onboarding support they need, and she’ll pull in all the necessary resources to help them with training.

Outside of work, Abby spends most of her time working on home projects with her husband or taking advantage of every outdoor activity our short summer has to offer. This fall Abby and her husband will be welcoming their first baby to their lives and are excited to meet their little girl.

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.