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Jan Sampson Joins Richardson Wealth to Support Ambitious Growth Agenda

TORONTO, July 5, 2021 /CNW/ - RF Capital Group Inc. (TSX: RCG) (the Company) announced today that Jan Sampson has joined as Director, Operations for its wholly owned subsidiary, Richardson Wealth Limited (Richardson Wealth).

Ms. Sampson joins the Company from CI Financial where she was Senior Vice President, Client Experience. Prior to that, she was Vice President, Channel Initiatives at Assante Wealth Management. With a continually escalating, multi-disciplinary background, Jan has exceptional experience in the financial services industry and proven ability to innovate, drive operational effectiveness and deliver improved results.

"Jan is a results-driven professional with considerable hands-on experience building and leading teams through organizational transformation, acquisitions and corporate growth. Her incredible capacity to drive critical change makes her an excellent fit as we accelerate the execution of our digital transformation agenda and growth initiatives" said Kish Kapoor, President and Chief Executive Officer. "Jan's appointment is another example of our commitment to add bench strength to an already impressive team of top talent to help us deliver on our promise to continually enhance the advisor and client experience."

Jan is also an advocate of Diversity & Inclusion as a founding member of an employee mentoring program for women and volunteering with organizations such as NEXT Canada and the Children's Aid Foundation of Canada. This important work also aligns to Richardson Wealth values.

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RF Capital Reports Record AUA of $34 Billion for June 2021

Toronto, July 5, 2021 – RF Capital Group Inc. (the Company) (TSX: RCG) today reported preliminary month-end assets under administration (AUA) of $34.0 billion as at June 30, 2021, which represents another all-time high for the Company.  AUA is a key performance indicator and one of the financial measures used by management, investment advisors and the Company’s shareholders to assess operating performance.   

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RF Capital Announces Retirement of Julie Lassonde From Board of Directors

TORONTO, July 2, 2021 /CNW/ - RF Capital Group Inc. (the Company) (TSX: RCG) today announced Julie Lassonde is retiring from the Company's Board of Directors (the Board) to focus more time on the extensive business interests of the Lassonde family, the Pierre Lassonde Family Foundation, and her other philanthropic and social impact initiatives.  Ms. Lassonde has served on the Board since 2018, served as the chair of the Governance Committee and was a member of the Audit Committee.  Following today's announcement, the Company's Board is comprised of 10 members.

Don Wright, Chair of the Board said, "Julie's strategic insights and active engagement have helped guide our transformation into the leading independent wealth management-focused firm we are today.  She played an instrumental role as a member of the independent Special Committees that oversaw the sale of our legacy capital markets business and the consolidation of Richardson Wealth.  Julie was also involved with the recent addition of significant new talent to our Board.  On behalf of the Board, I extend our gratitude and best wishes to Julie."

Julie Lassonde said, "It has been a privilege to work alongside such talented and dedicated Board members.  I am happy that RF Capital (and its extended Richardson Wealth family) now has a bold and audacious growth strategy, considerable operating momentum and a highly experienced leadership team in place to deliver on its promises."

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Richardson Wealth Named on 2021 List of Best Work Places in Ontario

TORONTO, June 22, 2021 /CNW/ - RF Capital Group Inc. (TSX: RCG) today proudly announced that its wholly-owned subsidiary Richardson Wealth Limited (Richardson Wealth) has been named on the 2021 list of Best Workplaces™ in Ontario by Great Place to Work®, a global authority on workplace culture.

This is the fourth recognition Richardson Wealth has received this year along with being named on the 2021 list of Top 50 Best Workplaces™, Best Workplace for Women and Best Workplaces™ for Mental Wellness.

Kish Kapoor, President and Chief Executive Officer, commented, "This is a result of direct feedback from our people – our greatest assets. Knowing we continue to be graded so positively is immensely fulfilling. Our culture is one of our proudest attributes and we are fiercely committed to it. Being named on this list is more evidence we are focused on the things that really matter.”

To be eligible for the Best Workplaces™ in Ontario list, organizations must be Great Place to Work Certified™ in the past year and be headquartered in Ontario. Great Place to Work determined the best companies based on an overall Trust Index score from their Ontario-based employees. The data has a 90% confidence and a plus or minus 5% margin of error. 

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Richardson Wealth Selects Envestnet for Portfolio Management Tools and Unified Managed Account Platform

Toronto, June 21, 2021—RF Capital Group Inc. (TSX: RCG) today proudly announced that its wholly-owned subsidiary Richardson Wealth Limited (Richardson Wealth) has engaged with Envestnet to build the premier financial wellness network, in support of its ambitious growth strategy.

Kish Kapoor, President and Chief Executive Officer, commented, “We have clearly stated our intentions to make Richardson Wealth the brand of choice for Canada’s top advisors and their high-net-worth clients. Becoming strategic partners with Envestnet, a company that is simply best-of-breed in its category, is in perfect alignment with our bold goals. Envestnet allows us to expand our definition of advice and address our clients’ entire financial lives in an intelligent, connected way. This is a wonderful union of two like-minded companies.”

A committee of Richardson Wealth advisors across Canada overwhelmingly voted in favour of this leading-edge technology. Envestnet’s open architecture and advanced portfolio solutions made its financial wellness ecosystem the clear choice for our discriminating entrepreneurs.

“Envestnet was selected because its state-of-the-art offering will provide our advisors with the tools they need to compete in the ever-evolving marketplace—exactly what we were looking for in a strategic partner,” said Sarah Widmeyer, Director of Wealth Strategies at Richardson Wealth. “When you take into account that more than 106,000 advisors across more than 5,100 companies, including 47 of the 50 largest US wealth management and brokerage firms leverage the Envestnet platform, I can safely say our committee has made an incredibly astute call for today, and for our future.”

Advisors affiliated with Richardson Wealth will be able to utilize in-depth data analytics within Envestnet’s Enterprise Portal for delivering holistic, bespoke client solutions that are hyper-personalized. The partnership will also enable Richardson Wealth’s internal portfolio managers to seamlessly integrate third-party discretionary accounts into diversified global portfolios, without the administrative burden typically associated with such integrations. To learn more, please visit https://www.envestnet.com/enterpriseportal.  

“Our data-driven portfolio management tools, and our unified managed account platform, will empower Richardson Wealth’s advisors with the intelligence, insights, and guidance they need to make a stronger impact on every client’s financial life,” said Louis D’Addario, Managing Director and Head of Institutional Business Development at Envestnet.

This partnership is another reason why talented professionals across the industry will be looking closely at Richardson Wealth, a place where the name on our door means something. It is also another perfect example of how our firm continues to deliver on all our promises.

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Richardson Wealth Top Corporate Fundraising Team for Children's Hospitals Across Canada

Toronto, June 4, 2021 – RF Capital Group Inc. (the Company) (TSX: RCG) today proudly announced that its wholly-owned subsidiary Richardson Wealth Limited (Richardson Wealth) was named the Top Corporate Fundraising Team for The Million Reasons Run charity organized by Sick Kids Foundation.   Colleagues from British Columbia, Alberta, Ontario and Quebec dared to be part of the bold and audacious Richardson Wealth Team running over 3,300 kilometers during May 2021, crushing its goal for distance travelled.  The Million Reasons Run charity raised $2.2 million to benefit 13 Children’s Hospitals across Canada. 

Kish Kapoor, President and Chief Executive Officer, commented, "I am extremely proud of the Richardson Wealth Million Reasons Run Team who refused to let a pandemic thwart their efforts to make a difference in the lives of the 5,000 children that receive daily care in 13 children’s hospitals throughout Canada. This fierce team of road warriors came together from across the country and answered the call when their communities needed them most.  One of the core values of the Richardson brand for the past 165 years is, doing right by your community, a tradition we at Richardson Wealth are thrilled to continue.  This conviction to help raise much-needed funds for children’s health is just another powerful endorsement of our culture.” 

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RF Capital Reports Record AUA of $33.5 Billion in May 2021

Toronto, June 1, 2021 – RF Capital Group Inc. (the Company) (TSX: RCG) today reported preliminary month-end assets under administration (AUA) of $33.5 billion as at May 31, 2021, which represents an all-time high for the Company.  AUA is a key performance indicator and one of the financial measures used by management, investment advisors and the Company’s shareholders to assess operating performance.


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Richardson Wealth Named on List of Best Workplaces for Mental Wellness

Toronto, June 1, 2021 - RF Capital Group Inc. (TSX: RCG) today proudly announced that its wholly-owned subsidiary Richardson Wealth Limited (Richardson Wealth) was named on the 2021 list of Best  Workplaces™ for Mental Wellness by Great Place to Work®, a global authority on workplace culture. This is the third accreditation Richardson Wealth has received this year along with Top 50 Best Workplaces and Best Workplace for Women.

 

To be listed on the Best Workplaces™ for Mental Wellness, Great Place to Work® conducts a thorough and independent analysis based on direct feedback from employees of the hundreds of organizations. At least 80% of employees must agree their workplace is psychologically and emotionally healthy.

 

Kish Kapoor, President and Chief Executive Officer, commented, "We are so very proud to be recognized for the way we treat and appreciate each other. This past year has been so challenging for mental wellness and to receive this award now is particularly poignant. It’s an important form of recognition we will embrace and continue to honour. It’s also another powerful endorsement of our culture, our company and our people.”

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RF Capital Announces Voting Results from Annual and Special Shareholder Meeting

TORONTO, ON. (May 27, 2021) – RF Capital Group Inc. (the Company) (TSX: RCG) today announced the voting results from its virtual Annual and Special
Meeting of Shareholders (the Meeting) held on May 26, 2021.
  

1. Election of Directors
The 11 nominees listed in the Company’s management information circular (the 2021 Circular) dated April 19, 2021, were elected to serve as a director of the Company until the next annual meeting or until his or her successor is elected or appointed, with the outcome of the vote being as follows:




 

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RF Capital Announces Clarification to Schedule C to Circular

TORONTO, ON (May 20, 2021) – RF Capital Group Inc. (RF Capital or the Company) (TSX: RGC) announces a clarification to Schedule C to its management information circular (the Information Circular) dated as of April 19, 2021 and filed under the Company’s SEDAR profile on May 5, 2021.

At the Company’s upcoming shareholders meeting, to be held on May 26, 2021 (the Meeting) RF Capital is requesting that shareholders approve amendments to its common share option plan to, among other things, fix the aggregate number of common shares for which options may be granted at 1,500,000 (the Proposed Amendment).  The Proposed Amendment is accurately described at page 13 of the Information Circular. 

The revised text of the Amended and Restated Common Share Option Plan attached at Schedule C of the Information Circular did not accurately reflect the Proposed Amendment.  In lieu of the revised text, the first paragraph of Section 3 at page C-5 should read as follows:

“The shares subject to the Plan shall be Common Shares. The Common Shares for which Options are granted shall be authorized but unissued Common Shares. The aggregate number of Common Shares that may be issued under the Plan upon the exercise of Options shall be 1,500,000, of which 375,000 Common Shares may be issued pursuant to currently outstanding Options, subject to increase or decrease by reason of amalgamation, rights offerings, reclassifications, consolidations or subdivisions, as provided in Section 14 hereof, or as may otherwise be permitted by applicable law and the Toronto Stock Exchange.”

In the event that shareholders approve the amendment to the Company’s common share option plan at the Meeting, the form of option plan adopted by the board of directors will reflect the language above (in lieu of the text included in Schedule C).

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