TORONTO, March 26,
2024 /CNW/ - Richardson Wealth announces,
effective today, Kevin Shubley has
been appointed Vice President, Business Strategy &
Analysis.
With a career spanning more than 30 years, Mr. Shubley has
comprehensive wealth management experience including strategic
execution, change management, investment product development and
technology platform implementations. His strengths center around
people leadership, strategic thinking, P&L management, and
advisor/employee development and engagement.
Most recently, Mr. Shubley worked at Gluskin Sheff &
Associates as Vice President, Head of Strategic Initiatives. Prior
to that, he was at TD Bank Group in progressively senior roles. In
his last role, he oversaw a line of business that managed over
$37 billion in AUM for high net worth
and institutional clients.
"Kevin is an excellent addition to our leadership team," said
Richardson Wealth's newly appointed Chief Operating Officer,
Dave Kelly. "Having worked together
at Gluskin Sheff and then at TD for many years, I have seen
first-hand what he can achieve. His track-record of driving bottom
line results is inspiring, and I am confident he will help us
advance our agenda to achieve our ambitious goals."
In his role, Mr. Shubley will leverage the momentum that the
company has been building since the conclusion of its digital
transformation. He and his team will accelerate the ambitious work
that is now underway, ensuring advisors have critical business
intelligence they need to better serve their clients and grow
stronger practices.
Kish Kapoor, President & Chief Executive Officer of
Richardson Wealth said: "Mr. Shubley understands the opportunities,
sees the possibilities, and believes in our vision. We are thrilled
that people like Kevin are attracted to the name on our door and
chose to be part of our journey."
Said Kevin Shubley: "I was
attracted to Richardson Wealth's advisor centric, entrepreneurial,
and high-touch boutique culture that clearly sets them apart. I'm
eager to hit the pavement running and help Richardson Wealth become
the brand of choice for Canada's
top advisors and their clients."
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
$36.2 billion in assets under
administration (as of February 29,
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. For further information, please visit
www.rfcapgroup.com and www.RichardsonWealth.com.
SOURCE Richardson Wealth