Toronto, May 28, 2024 – 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.
For further information, please contact:
Richardson Wealth Limited
Susan Fry, VP, Marketing
Tel: (416) 943-6685; e-mail [email protected]
