Mr. Kish Kapoor reports
RICHARDSON WEALTH SECURES HIGH-GROWTH ADVISOR TEAM IN SOUTHWESTERN ONTARIO
Ben Troiani, portfolio manager, wealth adviser and investment adviser at Troiani Wealth Management, has joined Richardson Wealth Ltd., a wholly owned subsidiary of RF Capital Group Inc., adding to its Southwestern Ontario presence.
"We invite like-minded teams to join our firm -- advisers who see the opportunity to create practices that reflect their own values and philosophies and those who also respect our rich history in the industry. This means we give our advisors the power to do what is best for them so they can best serve their clients," says Kish Kapoor, president and chief executive officer, Richardson Wealth. "We also strive to attract advisory teams who appreciate a highly entrepreneurial culture. Ben Troiani and our Richardson Wealth team see eye to eye. Teams like this help us to continue building a strong and highly reputable place for Canada's top advisers."
"After thorough research on what the industry offers, we ranked Richardson Wealth as our top choice. Our dedication to long-term client relationships and serving multigenerational families aligns perfectly with Richardson Wealth values. Here, we have both the freedom to act in our clients' best interests and a dynamic entrepreneurial culture. We are confident that the resources and autonomy will enable us to excel," said Mr. Troiani.
Richardson Wealth's Southwestern Ontario presence has grown to 15 teams with the addition of Troiani Wealth Management. The team's practice is approaching $400-million in assets under administration, and includes Andree Crocker, associate, Joe Tirone, associate, and Lisa DiMaria, assistant.
"We are very pleased that after significant research and soul searching, Ben and his team made a strategic decision to move their practice to our firm," says Natalie Bisset, senior vice-president, head of corporate development. "He has seen what so many are seeing. Richardson Wealth allows our advisors to flourish with the support they need and a real feeling of belonging. We are delighted to welcome Ben, Andree, Joe and Lisa as new colleagues today."
About RF Capital Group Inc.
RF Capital is a Toronto Stock Exchange-listed wealth management-focused company. Operating under the Richardson Wealth brand, the company is one of the largest independent wealth management firms in Canada, with $38.3-billion in assets under administration (as of Aug. 31, 2024) and 22 offices across the country. The firm's adviser teams are focused exclusively on providing strategic wealth advice and innovative investment solutions customized for high-net-worth or ultrahigh-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, and a Best Workplace for Mental Wellness, for Financial Services and Insurance, and for Hybrid Work.
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