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OVERVIEW


RF Capital Group Inc. (RF Capital) is a TSX-listed (TSX: RCG, RCG.PR.B) wealth management-focused company. Operating under the Richardson Wealth brand, the Company is one of Canada’s largest independent wealth management firms. The firm’s Advisor teams are focused exclusively on providing strategic wealth advice and innovative investment solutions customized for high net worth or ultra-high net worth families and entrepreneurs. The Company is committed to maintaining exceptional fiduciary standards and has earned certification – determined annually – from the Center for Fiduciary Excellence for its Separately Managed and Portfolio Management Account platforms. Richardson Wealth has also been recognized as a Great Place to Work™ for the past four years, a Best Workplace for Hybrid Work, a Best Workplace for Women, a Best Workplace in Canada, a Best Workplace for Mental Wellness and a Best Workplace in Financial Services and Insurance. 

Richardson Wealth was founded two decades ago based on a belief that Canadians wanted an alternative to the banks for their wealth management needs. That idea inspired many of the country’s top advisors to join our entrepreneurial firm, where their voices matter, where diverse perspectives are valued, where the culture and open architecture is geared toward their success, and where the name on the door is synonymous with integrity and excellence.  

That idea inspired many of the country’s top advisors to join our entrepreneurial firm, where their voices matter, where diverse perspectives are valued, where the culture and open architecture is geared toward their success, and where the name on the door is synonymous with integrity and excellence. Delivering on our promises In 2021, we embarked on a new beginning and a bold and audacious strategy to get us to $100 billion AUA. With additions to our Board and leadership team and shifts in organizational structure, we re-centered our vision to an advisor-as-the-client mentality, ensuring our advisors thrive better here than anywhere else—and that we become the firm of choice for Canada’s top advisors and their clients. There remains a considerable opportunity for an independent wealth management firm with national scale. We believe our goals are ambitious but achievable. With clarity of ownership, a capable team, the country’s leading advisors, and an exceptional brand behind us, we are now in the execution phase of our clearly defined five-year actionable growth plan.

RWL