A six-woman team joins Richardson Wealth in Halifax, enhancing the firm's commitment to diversity
Richardson Wealth has announced the addition of a six-woman wealth-management team to its Halifax branch.
The team, moving from a leading bank-owned firm where they managed nearly half a billion dollars in client assets, includes Mary Ellen Byrne as Portfolio Manager and Investment Advisor.
The team also comprises Julie Grant, Paula Campbell, Jennifer O'Connor, Lisa Kuehn, and Noha Elkady, all holding various roles within the team.
Kish Kapoor, president and chief executive officer of Richardson Wealth and its parent company, RF Capital Group, expressed enthusiasm for the new team's arrival.
“The investments we have made in our business to better serve advisors and their clients, combined with our strong brand and independent values, make Richardson Wealth a destination for top teams, and we couldn't be more pleased to welcome this outstanding group to our firm,” said Kapoor.
Kapoor also highlighted the firm's commitment to increasing female representation in wealth management, setting a challenging goal of 50 per cent to foster daily motivation and progress within the company and the industry at large.
Richardson Wealth has also been active in recruiting women at other locations. Kate Murdoch, a 2020 finalist in the IIAC's Top Under 40 Award, has recently joined the new Victoria, British Columbia office, and Shivika Sharma has joined the Calgary, Alberta office.
The firm's commitment to enhancing the careers of women extends beyond recruitment. It includes professional development opportunities for younger advisors and a substantial $25m financing program launched in 2023 to assist young advisors in acquiring business portfolios.
Additionally, Richardson Wealth's efforts have been recognized in The Globe and Mail's 2024 Women Lead Here rankings for advancing women in executive roles.
Natalie Bisset, SVP, head of Corporate Development at Richardson Wealth, praised the new Halifax team.
“This extraordinary team in Halifax is a dynamic addition to our advisor group and to our Halifax branch, and we welcome Mary Ellen Byrne Wealth Management and their clients to Richardson Wealth. From our first meeting, it was clear that their dedication to excellence, well-articulated team values, and strong ties to community made them a fit at Richardson Wealth.”
