MAKES FURTHER PROGRESS TOWARD GOAL OF ADDING
FEMALE ADVISORS
TORONTO, May 6, 2024
/CNW/ - Richardson Wealth, one of Canada's largest independent wealth management
firms, is pleased to announce the addition of a highly respected
six-woman wealth-management team to the firm's Halifax branch.
The team is led by Mary Ellen
Byrne, Portfolio Manager and Investment Advisor, and
includes Julie Grant, Investment
Advisor; Paula Campbell, Associate
Investment Advisor; Jennifer
O'Connor, Associate; Lisa
Kuehn, Associate; and Noha
Elkady, Associate. They are moving their top-tier practice
to Richardson Wealth from a leading bank-owned firm, where they
were one of the largest teams, managing close to half a billion
dollars in client assets.
"The investments we have made in our business to better serve
advisors and their clients, combined with our strong brand and
independent values, make Richardson Wealth a destination for top
teams and we couldn't be more pleased to welcome this outstanding
group to our firm," said Kish Kapoor, President and Chief Executive
Officer of Richardson Wealth and its parent company, RF Capital
Group.
"This is another meaningful step in bringing more women into the
business as we grow," Mr. Kapoor added. "We set an ambitious goal
of 50 per cent – which we knew would not be easy to reach – to
ensure we challenge ourselves every day to do all we can to advance
women not only at Richardson Wealth but in the broader
wealth-management industry."
The Company recently announced that Kate
Murdoch, a 2020 finalist in the IIAC's Top Under 40 Award,
joined Richardson Wealth's new Victoria,
British Columbia office, and Shivika
Sharma joined the firm's Calgary,
Alberta office.
In addition to recruiting women to the firm, Richardson Wealth
is focused on furthering the careers of women in wealth management
with professional development opportunities for younger advisors
and significant financial support. In 2023, the firm launched a
$25-million financing program to
help young advisors buy books of business.
The focus also extends to the executive level. Richardson has been recognized in The Globe
and Mail's 2024 Women Lead Here rankings for advancing women in
the executive ranks.
"This extraordinary team in Halifax is a dynamic addition to our advisor
group and to our Halifax branch,
and we welcome Mary Ellen Byrne Wealth Management and their clients
to Richardson Wealth," said Natalie
Bisset, SVP, Head of Corporate Development
at Richardson Wealth. "From our first meeting, it was clear that
their dedication to excellence, well-articulated team values, and
strong ties to community made them a fit at Richardson Wealth."
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
$36.5 billion in assets under
administration (as of April 830, 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