Derek Perritt brings with him 30 years of industry experience
Richardson Wealth Limited (Richardson Wealth) has appointed Derek Perritt as vice president, Wealth Planning and Solutions, within its Wealth Strategies group.
Perritt brings three decades of industry experience with a concentration in the high-net-worth (HNW) space, most recently as the regional manager, Wealth Advisory Services, at TD Private Wealth.
"[His] strong record of building high performance teams and delivering best-in-class insurance and investment management solutions and strategies for HNW clients made him an excellent choice to step into this leadership role," says Sarah Widmeyer, SVP, head of Wealth Strategies, at Richardson Wealth.
"As we pivot toward accelerating growth, this appointment is a testament to our advisor-centric culture. Having worked closely with [Perritt] at TD Private Wealth, I can attest to his ability to lead wealth professionals in providing holistic advice to allow clients to achieve their goals," says Dave Kelly, CEO, Richardson Wealth.
Perritt will lead Richardson Wealth's Insurance and Tax and Estate Planning teams, focusing on expanding the national expertise in these groups and equipping the firm's advisors with wealth strategies, solutions, and resources to best serve their clients.
