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Every Richardson Wealth advisor has the experience, tools and support to achieve more for every client.
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Since 1857, we’ve held ourselves to a higher standard and the results speak for themselves.
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Discover what seven generations of wealth can do for you.
For advisors
Explore the benefits of becoming a Richardson Wealth advisor.
Women and wealth – Get insightful advice
Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships. To deliver meaningful advice and lasting value,…
RF Capital announces record monthly AUA of $39.0 Billion for September 2024; CEO succession plan; and new advisor team
RF Capital Group reports record $39.0 billion in assets under administration (AUA) as of September 30, 2024 — a 10.7% increase since year-end.
Richardson Wealth secures high-growth advisor team in Southwestern Ontario
Richardson Wealth is pleased to announce that Ben Troiani, Portfolio Manager, Wealth Advisor, and Investment Advisor and Troiani Wealth Management, joined the firm.
RF Capital reports monthly AUA of $38.3 Billion for August 2024
RF Capital Group Inc. reports preliminary month-end assets under administration of $38.3 billion as of August 31, 2024, up $3.1 billion or 8.8% since year-end…
RF Capital announces CEO & CFO succession plan & reports Second Quarter 2024 Results
RF Capital Group Inc. today announced an executive succession plan that will see President and Chief Executive Officer Kish Kapoor step down as of October…
Richardson Wealth secures high-growth advisor team in Calgary
Richardson Wealth Limited is pleased to announce that Broadley and Associates, a fast-growing advisor team led by investment advisors Rebecca Broadley and Preston Howell, joined…
Wealth strategies
that matter.
Explore wealth strategies that our advisors are putting into practice everyday.
Tax savings
2024 year-end tax planning checklist
Make some key tax-planning and time sensitive steps before the end of the year and early in the new year to make a positive impact…
Estate planning
The Critical 10
Making smart investment choices is important at any stage in life, but it’s especially crucial during the five years before and after your retirement.
Life events
Financial tips for new parents
Whether it’s through birth, adoption or surrogacy, deciding to have a child is one of the biggest life decisions you’ll ever make. The rewards are…
Business owners
The value of financial advice
Why working with a financial advisor makes sense – now more than ever.
Women & wealth
Women supporting women
Surrounding yourself with others who are experiencing many of the same life issues and challenges can also offer valuable insight.
Estate planning
Should you help your adult child buy a house?
As the cost of home ownership continues to rise in Canada, many adult children are turning to their parents for financial assistance to purchase their…
Tax savings
2024 year-end tax planning checklist
Make some key tax-planning and time sensitive steps before the end of the year and early in the new year to make a positive impact…
Estate planning
The Critical 10
Making smart investment choices is important at any stage in life, but it’s especially crucial during the five years before and after your retirement.
Life events
Financial tips for new parents
Whether it’s through birth, adoption or surrogacy, deciding to have a child is one of the biggest life decisions you’ll ever make. The rewards are…
Business owners
The value of financial advice
Why working with a financial advisor makes sense – now more than ever.
Women & wealth
Women supporting women
Surrounding yourself with others who are experiencing many of the same life issues and challenges can also offer valuable insight.
Estate planning
Should you help your adult child buy a house?
As the cost of home ownership continues to rise in Canada, many adult children are turning to their parents for financial assistance to purchase their…