TORONTO, July 29,
2024 /CNW/ - Richardson Wealth Limited
(Richardson Wealth), a wholly owned subsidiary of
RF Capital Group Inc. (TSX: RCG) (the Company),
announces that Marcus Chun has been
appointed as Head of Digital Strategies and Advisor Services,
effective immediately. Scott
Stennett, who had previously served in the role, has been
named Vice Chair, Richardson
Wealth.
Mr. Chun is an experienced transformational leader, a positive
disruptor and a champion of people and change. He joins Richardson
Wealth from BMO Private Wealth where he was VP & Managing
Director, Strategic Management & Initiatives. He also has held
leadership roles at RBC Wealth Management including Senior
Director, Strategic Execution, Canadian Operations.
"Marcus has a proven track record of delivering significant
value by enhancing operational procedures and technology platforms.
Coupled with his passion for using data and technology to improve
processes and his broad exposure to multiple disciplines in wealth
management, we are confident he will provide exceptional leadership
in enhancing our digital journey and ensuring our technology is
aligned with our business vision," says Dave Kelly, Chief Operating Officer,
Richardson Wealth.
Kish Kapoor, President and Chief Executive Officer, Richardson Wealth, said: "Marcus has an
outstanding reputation in the industry. But above all, he has a
level of enthusiasm and dedication that we
value – attributes that will help us further
elevate our processes and our architecture. We are thrilled to have
Marcus join our team."
Technology is a key driver in attracting Canada's top advisors and their clients to
Richardson Wealth. This appointment is another testament to the
Company's commitment to optimizing its advisor experience and its
advisor as their client culture.
"Scott has been with the firm since Day One and has made a
profound difference in so many areas of our business, including
being there for every advisor to ensure they always have what they
need and putting in place a scalable technology platform to enable
us to grow," Mr. Kapoor said. "He has been a true game-changer for
us. In his new role as Vice Chair, he will ensure a smooth
transition for Marcus and then bring his talent and expertise to
bear on corporate development activities, including assessing the
competitive landscape and evaluating acquisition
opportunities."
To learn more about the Company, please visit our website to
view our 2023 annual report and our latest recruiting
brochure.
ABOUT RF CAPITAL GROUP INC.
RF Capital Group Inc. is a TSX-listed (TSX: RCG) wealth
management-focused company. Operating under the Richardson Wealth
brand, the Company is one of the largest independent wealth
management firms in Canada with
$37.1 billion in
assets under administration (as of June 30, 2024)
and 22 offices across the country. 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 Centre for Fiduciary
Excellence for its Separately Managed and Portfolio Management
Account platforms. Richardson Wealth has also been recognized as a
Great Place to Work®, a Best Workplace for Women, a Best
Workplace in Canada and
Ontario, a Best Workplace for
Mental Wellness, for Financial Services and Insurance, and for
Hybrid Work. For further information, please visit
www.rfcapgroup.com and
www.RichardsonWealth.com.
SOURCE Richardson Wealth