Richardson Wealth welcomes top-tier tax and estate planning talent

Key hires bring significant accounting, legal, and planning expertise to firm's Western Canadian Region

Richardson Wealth welcomes top-tier tax and estate planning talent

Richardson Wealth, the wholly owned subsidiary of RF Capital Group, has strengthened a cornerstone of its wealth management offering with the recruitment of Christopher J. Curtis, Alysha To, and Matthew Castling to support the Western Canadian Region of its operations.

“These key hires have the necessary skills and experience to provide incredible value to our advisors and high-net-worth clients in Western Canada,” said RF Capital CEO Kish Kapoor.

Coming in as vice president, Western Region, Winnipeg, Curtis brings with him considerable accounting and legal experience. Previously, he was an accountant in private practice, after which he was called to the Manitoba Bar and hired as in-house counsel at Canada Life. He spent his subsequent years working as a wealth and tax planning consultant.

To is joining the firm from Canaccord as a senior financial planner, Western Region, Vancouver. In that role, she will be providing clients with comprehensive wealth services encompassing tax, intergenerational wealth transfer, philanthropy, and strategic retirement and estate planning. An active member of the industry, she is currently chair of the Programs Committee for the Society of Trust and Estate Practitioners (STEP), and mentors students through various organizations including Junior Achievement of British Columbia.

Finally, Castling is coming on board as a financial planner, Western Region, Calgary. Since starting his career in financial planning in 2013 at T.E. Wealth, he has progressed through various positions at banking institution in British Columbia, cultivating his ability to address complex planning issues for high-net-worth families along the way. He holds the CFP designation, as well as a bachelor of Busines Administration and Diploma of Technology (Personal Financial Planning) from the British Columbia Institute of Technology.

“By choosing Richardson Wealth for the next chapter of their careers, they signal that our bold growth initiative to attract the industry's top talent is succeeding,” Kapoor said.


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