Many clients have had a less than favorable experience with insurance. Sarah Widmeyer chats with Jeff Fray, VP, Insurance Services, on how to make sure clients are set up appropriately, with insurance solutions as part of their overall wealth plan.
RF Capital Group’s common and preferred shares are listed on the Toronto Stock Exchange.
Investor presentations
All Richardson Wealth advisors share a commitment to delivering an exceptional client experience. They value our state-of-the-art technology and best-in-class tools to help them grow their business and serve their clients – the way they want.
Richardson Wealth’s transformational new strategic agreement with Fidelity Clearing Canada ULC (Fidelity) took effect January 3, 2023. Fidelity provides trade execution, clearing, custody and back-office support together with an industry-leading digital services platform.
At Richardson Wealth, we are committed to a workplace that celebrates all employees regardless of gender expression, gender identity, and sexual orientation. This commitment to inclusion is preserved in our company principles and culture.
We’ve always known our firm is an exceptional place to work, and now it’s official once again. For the fifth year in a row, we have been certified as a Great Place to Work.®
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