January 8, 2024 – As Dave Kelly looks to join our firm on January 15, he and CEO Kish Kapoor recently spoke with Investment Executive about his fit as Chief Operating Officer, especially as it relates to our long-term future.
RF Capital Group Inc. today announced Dave Kelly, an accomplished leader in the wealth management industry, has been appointed Chief Operating Officer of Richardson Wealth.
January 8, 2024 – Francis Sabourin discusses how he is keeping tabs on four trends in 2024– elections for 4.1 billion people around the world, defence sector growth, artificial intelligence (AI) and the labour market.
January 8, 2024 – In an exclusive interview with The Globe and Mail, Kish Kapoor announces the appointment of Dave Kelly as the new Chief Operating Officer and shares why the role is so crucial to driving Richardson Wealth’s future growth and success.
January 3, 2024 – Diana Orlic suggests investors focus on investment-grade and government bonds. “It’s looking like bonds are going to make a comeback…”
December 29, 2023 – As the global economy continues to lose momentum and the risk of a recession has increased, Andrew Feindel, Portfolio Manager, Investment Advisor, shares with the Financial Post that he prefers a defensive approach.
December 19, 2023 – Andrew Feindel explains how a new art investing index can create more access, making “art an appealing investment for price-sensitive investors and those who never considered art as an investment in the first place.”
How do you know when (and how) to introduce the next generation to the family wealth picture? Creating a plan to navigate these complex wealth questions is key.
November 23, 2023 – Joelle Hall writes that tax-loss selling can reduce tax paid on capital gains to trigger capital losses from non-registered investments.