Andrew Marsh
Vice Chairman and Head of Core Services
Andrew Marsh, Vice Chairman and Head of Core Services at Dynasty, focuses primarily on enhancing and strengthening the existing client experience. He oversees strategic business reviews and is responsible for ensuring that Dynasty’s core outsourced services offering aligns with the needs of the RIAs Dynasty serves.
Before becoming Vice Chairman, Andrew joined Dynasty as its first Executive in Residence in April 2023. In this role, he worked closely with the Advisor to CEO program, a proprietary initiative that tailors content and coaching for CEOs within its network of independent registered investment advisors (RIAs). Upon joining Dynasty full-time as Vice Chairman, Andrew led Dynasty’s Business Development efforts, inspiring successful advisors to transition to independence.
Andrew’s career in the wealth management industry spans over thirty years. The crowning achievement of Andrew’s career is his founding role and leadership as the President and CEO of Richardson Wealth (formerly GMP Private Client and Richardson GMP) from 2004 until he retired from the firm in 2021. Under his leadership, Richardson Wealth became a top independent wealth firm in Canada and expanded to more than 160 teams, managing over $30 billion before going public in 2020.
Andrew is a former member of the Board of Governors of his alma mater, the University of Guelph. He continues as an active mentor and contributor to the University of Guelph’s School of Business. Andrew is also a former Board member of the Investment Industry Association of Canada and is a member of the Center for Fiduciary Excellence. He is a proud Fellow of the Aspen Institute’s Finance Leaders Program and Global Leadership Network.
Before becoming Vice Chairman, Andrew joined Dynasty as its first Executive in Residence in April 2023. In this role, he worked closely with the Advisor to CEO program, a proprietary initiative that tailors content and coaching for CEOs within its network of independent registered investment advisors (RIAs). Upon joining Dynasty full-time as Vice Chairman, Andrew led Dynasty’s Business Development efforts, inspiring successful advisors to transition to independence.
Andrew’s career in the wealth management industry spans over thirty years. The crowning achievement of Andrew’s career is his founding role and leadership as the President and CEO of Richardson Wealth (formerly GMP Private Client and Richardson GMP) from 2004 until he retired from the firm in 2021. Under his leadership, Richardson Wealth became a top independent wealth firm in Canada and expanded to more than 160 teams, managing over $30 billion before going public in 2020.
Andrew is a former member of the Board of Governors of his alma mater, the University of Guelph. He continues as an active mentor and contributor to the University of Guelph’s School of Business. Andrew is also a former Board member of the Investment Industry Association of Canada and is a member of the Center for Fiduciary Excellence. He is a proud Fellow of the Aspen Institute’s Finance Leaders Program and Global Leadership Network.