TORONTO, May 28, 2024
/CNW/ - Richardson Wealth Limited (Richardson Wealth), a wholly
owned subsidiary of RF Capital Group Inc. (TSX: RCG) (RF Capital),
announces that Derek Perritt has
been appointed to Vice President, Wealth Planning and Solutions,
within its Wealth Strategies group.
Mr. Perritt brings 30 years of industry experience with a
concentration in the high-net-worth (HNW) space, most recently as
the Regional Manager, Wealth Advisory Services, at TD Private
Wealth. Perritt will lead Richardson Wealth's Insurance and Tax
& Estate Planning teams, focusing on expanding the national
expertise in these groups and equipping the firm's advisors with
wealth strategies, solutions, and resources to best serve their
clients.
"Derek's strong record of building high performance teams and
delivering best-in-class insurance and investment management
solutions and strategies for HNW clients made him an excellent
choice to step into this leadership role," says Sarah Widmeyer, SVP, Head of Wealth Strategies,
at Richardson Wealth.
"As we pivot toward accelerating growth, this appointment is a
testament to our advisor-centric culture. Having worked closely
with Derek at TD Private Wealth, I can attest to his ability to
lead wealth professionals in providing holistic advice to allow
clients to achieve their goals," says Dave
Kelly, Chief Operating Officer, Richardson Wealth.
As the Company moves toward its ambitious goals, enhancing its
insurance and tax and estate planning services is a key part of
becoming 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
$36.5 billion in assets under
administration (as of April 30, 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