Author of The Financial Life Professional Program and
Richard Dolan is a 30-year veteran within
the wealth management realm.
From building significant books of business
personally, to playing various and vital
roles with manufacturers attracting in
excess of a billion dollars in assets under
management; Richard possesses a rich and
successful history among financial planners,
investment advisors and private wealth
managers as a business coach, advisor and
He is the author of several publications on
the subject of money, wealth and worth -
leveraging his background in research areas
such as behavioural finance, happiness
economics, and investor resilience. He
designed and delivered academia at the
Executive Development division for Schulich
School of Business (York University) having
designed, authored and led two certificate
programs on Wealth Management and Marketing
Wealth Management Services.
He has worked with global banking brands
such ING, ScotiaBank, HSBC and Societe
Generale. As well as iconic consumer brands
such as Pagani Automobili, BMW, Bentley
Motors, Chanel, GQ Magazine, Dragons' Den,
Remy Martin and Virginia Black Whiskey to
name a few.
He resides in Toronto.
information on Richard please visit his