Office address: 100 Queens Quay East, Suite 2500, Toronto, Ontario M5E 1Y3
Website: https://richardsonwealth.com/
Year established: 1857
Company type: wealth management
Employees: 501-1,000
Expertise: wealth management, financial planning, estate planning, family office, investment management, portfolio management, wealth transfer, legacy planning
Parent company: RF Capital Group
CEO and key people: Kish Kapoor, President and CEO
Financing status: -
Richardson Wealth, a prominent name in Canada's financial industry, stands as a testament to excellence and innovation in wealth management. Richardson Wealth has carved a niche for itself as a leading independent wealth manager, combining a personal touch with high-impact results.
Founded in 1857, Richardson Wealth's journey began with James Richardson & Sons Limited, a grain business Kingston, Ontario. Evolving through the Great Depression and two World Wars, the company ventured into investment securities in the 1920s.
Some significant changes took place over the years. The company merged with Greenshields Inc., marking the birth of Richardson Greenshields in 1982. More changes followed; in 1996, the company was sold to a Canadian bank.
The Richardson name returned in 2003 with the launch of the Richardson Financial Group. After several corporate transformations, the company became Richardson Wealth in 2020.
Some of Richardson Wealth’s extensive suite of services include:
Richardson Wealth fosters a culture of excellence, integrity, and client-focused service. The firm's commitment to its advisors and clients is reflected in its continuous pursuit of innovation and excellence.
The company is also dedicated to championing diversity and inclusion in the industry by:
This culture has earned Richardson Wealth recognition as a Great Place to Work™, highlighting its dedication to creating a supportive and inclusive work environment.
Kish Kapoor is the President and CEO of RF Capital Group, the parent company of Richardson Wealth. The early years of his leadership were focused on rebuilding after Richardson Wealth’s successful return in 2020.
His leadership is marked by a focus on innovation, advisor support, and a commitment to upholding the company’s legacy of excellence in financial services.
With nearly 30 years of experience in the financial services industry, Kapoor has led Richardson Wealth since 2019. Under his helm, the firm reached $35 billion in assets under administration in 2022.
Under Kapoor's leadership, Richardson Wealth is headed for significant growth. With an ambitious plan to triple its assets under administration to $100 billion by 2025, the firm plans to capitalize on the expanding wealth management market. Richardson Wealth's focus on advisor support, recruitment, and partnerships aligns with its ambitious objectives, ensuring a bright and prosperous future.
New appointment will help ensure advisors have critical business intelligence
With a passion for supporting advisors, Dave Kelly unfolds the factors that drew him to the high-net-worth independent firm
How advisors are answering client questions about cryptocurrency following the SEC approval of bitcoin ETFs
SVP and head of business development explains how the firm is planning to grow its base of advisors, starting with two key hires
Experienced Canadian wealth management leader takes up new role next week
For advisors working with physicians, key income protection strategies should take inflation into account
Andrew Marsh will drive expansion of tech-focused firm aimed at wealthy clients of RIA firms
New report offers clues into recruitment and succession roadblocks that hinder progress in gender parity
Single-ticket products offer convenience and easy diversification, but there are drawbacks, says alternative investments specialist
Ninth annual awards ceremony recognizes champions and trailblazers
