Dave Kelly to take the reins at Richardson Wealth

Investment Executive
August 1, 2024.

Dave Kelly will take over from Kish Kapoor as president and CEO of Toronto-based RF Capital, parent of independent brokerage Richardson Wealth, beginning Oct. 1.

The firm, which has 154 advisor teams managing $38 billion in assets, announced the news on Wednesday with its second-quarter results.

Kapoor, 67, will continue to serve on the boards of RF Capital Group Inc. and Richardson Financial Group Ltd.

Related articles

2024

What about the First Home Savings Account?

November 20, 2024 - Joelle Hall outlines the perks of a First Home Savings Account (FHSA) and why you may want to open one before…

1 minute read

2024

How a growing fifth-generation cannery navigates the ups and downs of financial management

Craig Machel, Portfolio Manager at Richardson Wealth, emphasizes that balancing growth with stability is key for family-run companies.

1 minute read

2024

Navigating your leave from work – and your return

October 29, 2024 - Taking time off work? Richardson Wealth’s Maria Miletic & Alexandra Horwood share tips on planning financially & emotionally, from budgeting to…

1 minute read