RF CAPITAL REPORTS AUA OF $37.1 BILLION FOR JUNE 2024 AND WELCOMES NEW ADVISORS ACROSS CANADA
AUA ($ billions) |
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% Change Month- |
AUA1 |
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0.2 % |
1. Assets under administration (AUA) is a measure of client assets and is common to the wealth management business. AUA represents the market value of client assets managed and administered by |
RICHARDSON WEALTH WELCOMES NEW ADVISORS ACROSS
During the month of June, the Company's wealth management subsidiary, Richardson Wealth, continued its recruiting momentum by adding three new advisor teams. This represents the highest rate of recruiting activity since
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Rebecca Broadley andPreston Howell , who are driving an exceptionally fast-growing business, joined Richardson Wealth'sCalgary office. Rebecca and Preston felt assured that the Company, with its reputable brand and highly advisor-centric culture, was the right place to provide enhanced client service and support their growth ambitions. -
Mathis Baumbach , a dedicated and client-focused Portfolio Manager and Investment Advisor, joined itsVancouver branch. Impressed by our strong reputation and growth potential, he chose to continue building his practice with Richardson Wealth to benefit from its platform and technology investments, and its exceptional focus on serving advisors. -
Matthew Williams andAlex Gao chose Richardson Wealth'sToronto office as the place to evolve their growing practice. Their expertise and dedication to excellence align perfectly with the Company's values, and management is eager to support their continued success.
"We are pleased to welcome Rebecca, Preston, Matthew, Alex, and Mathis, and their clients to our firm. Their decision to join us reinforces that Richardson Wealth has become a leading destination for top quality teams. The addition of three teams during a single month underscores the momentum in our recruiting efforts. I am excited by the level of activity and look forward to more announcements in the coming months," said
RICHARDSON WEALTH ADDS MORE TALENT TO SUPPORT ADVISORY TEAMS
At the beginning of June,
To learn more about the Company, please visit our website to view our 2023 annual report and our latest recruiting brochure.
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