Quebec’s iA Financial scoops up independent wealth manager RF Capital

The Globe and Mail
July 28, 2025.

On Monday, iA announced it has agreed to purchase RF Capital, a financial advisory business that operates under the Richardson Wealth brand.

Richardson Wealth President and CEO Dave Kelly said in a statement the acquisition by iA will allow the company to “unlock powerful opportunities across technology, product innovation, and operational scale — enhancing the advisor value proposition through expanded capabilities and support.”

*Globe advisor subscription required.

Related articles

2025

Does the return on cottage memories outweigh the return on investment?

July 30, 2025 - Rebecca Broadley explores the emotional and financial considerations of cottage ownership – from hidden costs and portfolio impact to lifestyle alignment…

1 minute read

2025

iA Financial Corporation to acquire RF Capital Group Inc.

iA Financial Corporation Inc. and RF Capital Group Inc. announced today that they have entered into a definitive agreement, pursuant to which iA will acquire…

1 minute read

2025

Blended families pose unique challenges when estate planning

July 23, 2025 - Susan O’Brien discusses how “a detailed examination of assets, strategic planning and transparent communications are needed to build an [estate] plan…

1 minute read