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Richardson Wealth Attracts Another Top Performing Woman to its Corporate Team

TORONTO, October 25, 2021 - Richardson Wealth Limited (Richardson Wealth), a wholly owned subsidiary of RF Capital Group Inc. (TSX: RCG) is proud to announce that Sascha Isaacs has filled the newly created role of Vice President and Portfolio Manager, Family Office Wealth Counsel.

 

“It’s our goal to dig deep and find the very best fit for our corporate role opportunities.  This means we strive to hire people with highly specialized expertise and exceptional industry experience. Sascha is the ideal subject matter expert for this role because of her rich resume and wealth management history on Bay St.,” says Kish Kapoor, President and CEO, RF Capital Group. “We are also on a determined effort to attract strong women at every level of our organization and onboarding Sascha is more proof that we are experiencing serious momentum.”

 

Ms. Isaacs, who joined from CI Private Client, will play a critical role in supporting Richardson Wealth’s Portfolio Managers and Investment Advisors and create a unique but consistent client experience across our Family Office Wealth Counsel. She will also be instrumental in determining the office’s strategic multi-year roadmap including asset and revenue growth.

 

“Sascha is an incredible addition to our team of focused experts who provide direct consultation to our advisors,” Sarah Widmeyer, SVP, Head of Wealth Strategies at Richardson Wealth commented. “Her depth of knowledge will continue to help Richardson Wealth be the brand of choice for Canada’s top advisors & their high net-worth clients.”

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RF Capital To Announce Third Quarter 2021 Results November 5, 2021

TORONTO, ON. (October 18, 2021) – RF Capital Group Inc. (TSX: RCG) will release its third quarter 2021 financial results on Friday, November 5, 2021 at approximately 7:00 a.m. (EST).

 

THIRD QUARTER CONFERENCE CALL

A conference call and live audio webcast to discuss RF Capital’s third quarter 2021 results will be held that morning at 10:00 a.m. (EST).  Interested parties are invited to access the quarterly conference call on a listen-only basis by dialing 416-406-0743 or 1-800-898-3989 (toll free) and entering participant passcode 3350095#, or via live audio webcast at https://rfcapgroup.com/Investor-Relations/Quarterly-Information. A recording of the conference call will be available until Monday, December 6, 2021, by dialing 905-694-9451 or 1-800-408-3053 (toll free) and entering access code 8752860#. The audio webcast will be archived at https://rfcapgroup.com/Investor-Relations/Quarterly-Information.

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Richardson Wealth on list of Best Workplaces™ in Financial Services and Insurance

TORONTO, October 5, 2021 - Richardson Wealth on list of Best Workplaces™ in Financial Services and Insurance by Great Place to Work®, a global authority on workplace culture. This is the fifth accreditation Richardson Wealth has received this year along with Top 50 Best Workplaces™, Best Workplaces™ for Women, Best Workplaces™ for Mental Wellness, and Best Workplaces™ in Ontario.

“When our own people tell us we’re doing things right, we couldn’t ask for a stronger endorsement. Being listed as a Best Workplace in Financial Services and Insurance is an acknowledgement of our culture of high standards and excellence in everything we do. It also is a testament that we are a company where people can place their trust—a Richardson family legacy,” says Kish Kapoor, President and CEO, RF Capital Group.

Richardson Wealth received this honour after a thorough and independent analysis conducted by Great Place to Work®. The list is based on direct feedback from employees of the hundreds of organizations that were surveyed by Great Place to Work®. The data has a 90% confidence and a plus or minus 5% margin of error.  

“It’s not just our own people who are endorsing us. The best and brightest in the industry are also starting to see exactly what is behind the name on our door. Since June of this year alone, we have welcomed Morson Carson Wealth Counsel from Comox, B.C., Andrew Masson, The Conlin Group, Kamel Wealth Management and The Susan O’Brien Group Wealth Advisory—all from Calgary, Borisoff Wealth Management from Vancouver, and Marcel Latreille from Ottawa,” says Kish Kapoor. “Both inside and outside Richardson Wealth, we are being endorsed by the most seasoned top talent in the industry.”

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Joseph Bakish and Francis Sabourin named to Five Star Advisor List

TORONTO, October 5, 2021 - Richardson Wealth Limited (Richardson Wealth), a wholly owned subsidiary of RF Capital Group Inc. (TSX: RCG) announced today that Joseph Bakish and Francis Sabourin named to Five Star Advisor List (Quebec region).  This recognition celebrates Canada’s top advisors based on the value proposition they offer to clients. 

“We congratulate Joseph and Francis for this well-deserved recognition.  What is particularly noteworthy is that the top-scoring category for Five Star Advisors in Quebec was client trust. Francis and Joseph continue to do an excellent job at cultivating trusted relationships by delving deep into their clients’ unique circumstances and then coming up with potential strategies to help them achieve their goals”, said Kish Kapoor, President and Chief Executive Officer.  “It is clear that Richardson Wealth boasts a wealth of advisor talent across the country, and we continue to attract even more top advisors opting for the personal white-glove experience that we provide.”

Five Star Advisors’ recognition was based on investors rating their advisor in six key areas: communication, portfolio performance, product knowledge, client trust, client knowledge and customer service. 

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Ida Khajadourian and Rosemary Horwood named to Five Star Advisor List

TORONTO, October 4, 2021 - Richardson Wealth Limited (Richardson Wealth), a wholly owned subsidiary of RF Capital Group Inc. (TSX: RCG) announced today that Ida Khajadourian and Rosemary Horwood named to Five Star Advisor List.  This recognition celebrates Canada’s top advisors for demonstrated excellence in the investment industry.

“We congratulate Ida and Rosemary for this well-deserved recognition.  They possess a critical ability to engage with clients and build long-standing trusted relationships by understanding the responsibility of every decision they make”, said Kish Kapoor, President and Chief Executive Officer.  “They continue to champion the power of women in our industry and personify the true spirit of entrepreneurship, collaboration and innovation that is synonymous with the Richardson Wealth brand.”

Five Star Advisors’ recognition was based on investors rating their advisor in six key areas: communication, portfolio performance, product knowledge, client trust, client knowledge and customer service. 

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RF Capital Reports AUA of $34.5 Billion for September 2021

Toronto, October 4, 2021 – RF Capital Group Inc. (the Company) (TSX: RCG) today reported preliminary month-end assets under administration (AUA) of $34.5 billion as of September 30, 2021.  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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