2024

RF Capital announces record monthly AUA of $39.0 Billion for September 2024; CEO succession plan; and new advisor team

RF Capital Group reports record $39.0 billion in assets under administration (AUA) as of September 30, 2024 — a 10.7% increase since year-end.

7 minute read

2024

Richardson Wealth secures high-growth advisor team in Southwestern Ontario

Richardson Wealth is pleased to announce that Ben Troiani, Portfolio Manager, Wealth Advisor, and Investment Advisor and Troiani Wealth Management, joined the firm.

6 minute read

2024

RF Capital reports monthly AUA of $38.3 Billion for August 2024

RF Capital Group Inc. reports preliminary month-end assets under administration of $38.3 billion as of August 31, 2024, up $3.1 billion or 8.8% since year-end…

4 minute read

2024

RF Capital reports record monthly AUA of $38.3 Billion for July 2024

RF Capital Group Inc. reports record preliminary month-end assets under administration of $38.3 billion as of July 31, 2024, up $1.2 billion or 3.0% from…

4 minute read

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…

41 minute read

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.  

6 minute read

2024

RF Capital to report Second Quarter 2024 Results on July 31, 2024

RF Capital Group is scheduled to release its second quarter 2024 financial results on Wednesday, July 31, 2024, after market close.

4 minute read

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.

7 minute read

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…

6 minute read