Richardson Wealth

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. 

History of Richardson Wealth 

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.   

Products and Services of Richardson Wealth 

Some of Richardson Wealth’s extensive suite of services include: 

• estate planning: tailored strategies for intergenerational wealth transfer 
• tax savings: innovative strategies to reduce taxes as part of financial planning 
• investment strategies: customized investment options for diverse client needs 
• retirement planning: focused plans to help prepare for retirement 
• insurance solutions: protecting wealth and assets through unexpected life events and emergencies 

Culture at Richardson Wealth 

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:  

• having more women in advisor roles and in executive positions 
• supporting the 2SLGBTQ+ community 
• creating conditions for the Black community to build and sustain generational wealth (the company donated to the Black Opportunity Fund in 2022) 

This culture has earned Richardson Wealth recognition as a Great Place to Work™, highlighting its dedication to creating a supportive and inclusive work environment. 

About RF Capital Group (Richardson Wealth) President and CEO Kish Kapoor 

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.  

Future at Richardson Wealth 

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.