2024
RF Capital reports AUA of $37.1 Billion for June 2024 and Welcomes New Advisors across Canada
RF Capital Group reports preliminary month-end assets under administration of $37.1 billion as of June 30, 2024.
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Latest Articles
Company news
2024
From juggling to thriving: A guide to empowering single parents on their financial journey
With a median income much lower than dual-earner families, single parents often struggle to balance their finances. Maria Miletic shares strategies on how single parents…
2024
Richardson Wealth secures high-growth advisor team in Calgary
Richardson Wealth Limited is pleased to announce that Broadley and Associates, a fast-growing advisor team led by investment advisors Rebecca Broadley and Preston Howell, joined…
2024
Diversification deciphered: how many baskets does your investment portfolio need?
May 31, 2024 - Ida Khajadourian, writes that navigating the complexities of modern market environments requires a more sophisticated, outcome-oriented and adaptable framework.
2024
Richardson Wealth appoints Derek Perritt as Vice President, Wealth Planning and Solutions
Richardson Wealth Limited announces that Derek Perritt has been appointed to Vice President, Wealth Planning and Solutions, within its Wealth Strategies group.
2024
Three big mistakes advisors make when integrating alternative assets into client portfolios
May 27, 2024 - Andrew Feindel shares mistakes that advisors should look out for when integrating alternatives into traditional client portfolios.
2024
Richardson Wealth welcomes leading team in Halifax
Richardson Wealth is pleased to announce the addition of a highly respected six-woman wealth-management team to the firm’s Halifax branch.