TORONTO, June 11,
2024 /CNW/ - Richardson Wealth Limited (Richardson
Wealth), a wholly-owned subsidiary of RF Capital Group Inc. (TSX:
RCG), is pleased to announce that Broadley and Associates, a
fast-growing advisor team led by investment advisors Rebecca Broadley and Preston Howell, today joins the firm's
Calgary office.
"We are thrilled to welcome Rebecca, Preston, and their entire
team to Richardson Wealth. The values of this highly motivated and
dynamic group are aligned with ours, including their commitment to
an exemplary client experience," says Kish Kapoor, President and
Chief Executive Officer, Richardson
Wealth. "Their outlook, their ambition, the quality and size
of their practice — almost $400
million —- and their foresight is so impressive. With us,
they have the platform needed to continue their growth
journey."
"After evaluating many options on where we can best serve the
evolving wealth management needs of our clients, we chose
Richardson Wealth because of its rich 90-year history in financial
services, its advisor-centric entrepreneurial culture, and the
significant investments the firm has made to support advisors in
serving their clients," says Broadley. "And as one of Canada's largest independent wealth management
firms, Richardson Wealth has created an outstanding environment for
women to thrive in our industry."
With the addition of Broadley and Associates, Richardson
Wealth's Calgary office has grown
to 29 advisor teams managing nearly $9
billion in client assets.
Nationally, Richardson Wealth has now added eight teams managing
approximately $2 billion in the past
several months. Of these teams, three are led by extraordinary
women and they include eight women advisors in total. Overall, the
firm now has 154 teams managing in excess of $37 billion in assets.
"Now that we have built our foundation, we are attracting many
high-quality advisors like Rebecca and Preston to Richardson Wealth
and making meaningful progress on our goal of increasing the number
of women advisors," says Natalie
Bisset, SVP, Head of Corporate Development. "Rebecca and
Preston have entrusted us with the responsibility to help them
serve their growing business for years to come, and we are
delighted that they have joined us on our journey to become the
brand of choice for Canada's top
advisors and their clients."
To learn more about the Company, please visit our website to
view the 2023 annual report and the 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
$37.1 billion in assets under
administration (as of May 31, 2024)
and 22 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.
SOURCE Richardson Wealth