Richardson Wealth partners with Fidelity Clearing to boost growth plans in ‘gamechanger’ pact

Globe & Mail
August 26 2021

Independent wealth manager Richardson Wealth Ltd. has entered into a strategic partnership with Fidelity Clearing Canada ULC in a bid to free up capital and push ahead with plans to triple its assets under management over the next five years.

“This is a game changer for us. In order for us to get to $100-billion in assets, we need to have someone who can keep up with the pace of change that is happening in the industry right now around digital capabilities,” Mr. Kapoor said in an interview with The Globe and Mail.

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