Toronto, December 16, 2020 – RF Capital Group Inc. (“RF Capital”) (TSX: RCG) today announced that Joseph Bakish, Director, Wealth Management, Portfolio Manager and Investment Advisor at Richardson Wealth in Pointe Claire, Quebec has won the Investment Industry Association of Canada’s Top 40 Under 40 Award for 2020. The award celebrates talented young professionals with proven leadership and demonstrated excellence in the investment industry.
Joseph has built an accomplished advisor practice by putting the best interests of his clients at the forefront of his objectives. Joseph and the Bakish Wealth Management team joined Richardson Wealth in 2015 to provide its clients with access to a wider universe of investment options, better technology and more transparency and clarity regarding cost and performance. Joseph specializes in dealing with the wealth complexities physicians face, making the counsel of healthcare professionals a cornerstone of his practice. He holds the Chartered Financial Analyst, Chartered Life Underwriter, Certified Financial Planner and Certified Health Insurance Specialist designations.
“We congratulate Joseph for this significant achievement. In a year filled with uncertainty and disruption, recognizing and celebrating emerging leadership at our firm is more vital than ever. Joseph represents the true spirit of entrepreneurship, collaboration and innovation that is synonymous with the Richardson Wealth brand. We are also pleased to continue supporting Joseph and the many exceptional advisor teams at our firm better serve their clients”, said Kish Kapoor, RF Capital’s Chief Executive Officer.
Andrew Marsh, Richardson Wealth’s Chief Executive Officer said, “The entire firm is proud of Joe’s well-deserved recognition. At Richardson Wealth our brand promise is focused on “the next generation of wealth” and Joe represents the next generation of advisor. This industry recognition is a testament to the quality of advisory teams that call Richardson Wealth home. With emerging industry leaders like Joe, the future of our firm remains bright.”
ABOUT RF CAPITAL GROUP INC.
RF Capital Group Inc. (RF Capital) currently operates through two business segments: Wealth Management and Operations Clearing; and a Corporate segment. Wealth Management consists of RF Capital’s wholly owned subsidiary Richardson Wealth. Richardson Wealth is one of the largest independent wealth management firms in Canada with $29.6 billion in assets under administration (as at November 30, 2020) and 19 offices across the country. The firm’s growing roster of Advisor teams (162 as at November 30, 2020) focus exclusively on providing strategic wealth advice and innovative investment solutions customized for each high net worth or ultra-high net worth client family, entrepreneur or business owner. Operations Clearing, through RF Securities Clearing LP (formerly GMP Securities L.P.), provides carrying broker services to Richardson Wealth and other third parties, including trade execution, clearing, settlement, custody, and certain other middle- and back-office services, and other expenses associated with providing such services. RF Capital is listed on the Toronto Stock Exchange under the symbol “RCG”. For further information, please visit our corporate website at www.rfcapgroup.com.
ABOUT RICHARDSON WEALTH
The next generation of wealth.TM
One of Canada’s leading independent wealth management firms, Richardson Wealth provides strategic wealth advice and innovative investment solutions customized for high net worth and ultra-high net worth families and entrepreneurs. The firm is committed to maintaining exceptional fiduciary standards and has earned certification – determined annually – from the Center for Fiduciary Excellence for the Separately Managed and Portfolio Management Account platforms. Richardson Wealth has also been recognized as a Great Place to Work™ for the past three years. For further information, please visit our corporate website at www.RichardsonWealth.com.
For Further Information Please Contact:
RF Capital Group Inc.
Rocco Colella, Managing Director, Investor Relations
Tel: (416) 941-0894;
[email protected]