TORONTO, Jan. 8, 2024
/CNW/ - RF Capital Group Inc. (the Company) (TSX: RCG) today
announced Dave Kelly, an
accomplished leader in the wealth management industry, has been
appointed Chief Operating Officer of Richardson Wealth, where he
will focus on delivering best-in-class support to the firm's
advisors to drive growth and profitability. His appointment is
effective January 15, 2024.
Mr. Kelly's career spans more than 25 years of progressively
senior roles in financial services. Most recently, he was head of
Gluskin Sheff, a prominent independent Canadian advisory firm.
Prior to that, Mr. Kelly spent 14 years in wealth management at
Toronto-Dominion Bank, culminating in the role of senior vice
president and head of private wealth management and financial
planning.
"Dave's vast experience, insight and leadership ability are a
perfect fit for us as we pivot to accelerating growth," said Kish
Kapoor, Chief Executive Officer of RF Capital and Richardson
Wealth. "He has walked in our shoes. He has been an investment
advisor, a branch manager, a regional leader and a senior executive
in the wealth management industry. Over his career, he's built his
own practice, coached entrepreneurs and led efforts to drive bottom
line results."
Mr. Kelly said: "It is an exciting time to be in an industry
that is poised to double in size in the next decade, especially
when a growing number of advisors and their clients are opting to
join quality, independent boutique wealth management firms like
Richardson Wealth. With the significant investments Richardson
Wealth made to dramatically scale the business now in place, I am
drawn to the firm's advisor-centric culture, the rich history of
the name on the door, and the vision to become the brand of choice
for Canada's top advisors and
their clients."
Mr. Kelly and his team, including Neil
Bosch and James King, the
recently appointed Regional Heads of Advisor Experience &
Growth, will concentrate on the Company's first strategic pillar –
doubling down on advisor support.
"This will create important bandwidth for us to focus on the
other two pillars of our strategy – supercharging advisor
recruitment and acquiring or partnering with like-minded firms,"
added Mr. Kapoor. "With Dave Kelly
on our leadership team, we are even more confident we can
accelerate growth in all areas of our business."
To learn more about the Company, please visit our website at
www.RichardsonWealth.com and our latest recruiting
brochure.
ABOUT RF CAPITAL GROUP
INC.
RF Capital Group Inc. is a TSX-listed (TSX: RCG) wealth
management-focused company. Operating under the Richardson Wealth
brand, the Company is one of the largest independent wealth
management firms in Canada with
$35.2 billion in assets under
administration (as of December 31,
2023) and 21 offices across the country. The firm's Advisor
teams are focused exclusively on providing strategic wealth advice
and innovative investment solutions customized for high net worth
or ultra-high net worth families and entrepreneurs. The Company is
committed to maintaining exceptional fiduciary standards and has
earned certification – determined annually – from the Centre for
Fiduciary Excellence for its Separately Managed and Portfolio
Management Account platforms. Richardson Wealth has also been
recognized as a Great Place to Work™, a Best Workplace
for Women, a Best Workplace in Canada and Ontario, a Best Workplace for Mental Wellness,
for Financial Services and Insurance, and for Hybrid Work. For
further information, please visit www.rfcapgroup.com and
www.RichardsonWealth.com.
SOURCE RF Capital Group Inc.