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2024
Help clients navigate emotions and make good financial decisions
August 19, 2024 - Kathy McMillan discusses how advisors can guide clients through emotional challenges when making financial decisions. Her advice to advisors is to…
2024
From liability to asset: Tapping the potential of insurance to maximize wealth
August 18, 2024 - Joelle Hall shares that whether you’re a business owner or a professional, incorporating insurance into your financial plan can help you…
2024
Dave Kelly to take the reins at Richardson Wealth
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…
2024
Richardson Wealth names new CEO as Kish Kapoor announces retirement
In an exclusive interview with The Globe and Mail, President and CEO Kish Kapoor provides insight into his decision to step down after a decade…
2024
RF Capital announces CEO & CFO succession plan & reports Second Quarter 2024 Results
RF Capital Group Inc. today announced an executive succession plan that will see President and Chief Executive Officer Kish Kapoor step down as of October…
2024
Richardson Wealth appoints Marcus Chun as Head of Digital Strategies and Advisor Services
Richardson Wealth announces that Marcus Chun has been appointed as Head of Digital Strategies and Advisor Services. Scott Stennett named Vice Chair, Richardson Wealth.
2024
What women want — from their financial planners
July 10, 2024 - We're committed to addressing women's unique needs and supporting their financial goals. Read more in our latest article and visit the…
2024
A new era for fixed income is arriving after years of disappointment
July 21, 2024 - Craig Machel writes that with the Bank of Canada recently lowering rates, investors who once shunned fixed income are now racing…
2024
From Hero to Zero: Non-Financial Retirement Planning
July 15, 2024 - Joelle Hall, Portfolio Manager, Wealth Advisor at Richardson Wealth writes that having a “successful” retirement depends on envisioning and planning for…