Richardson Wealth

Calgary, Canada Founded: 1998 • Age: 28 yrs Listed Acquired By iA Financial Group
Diversified asset management firm

About Richardson Wealth

Richardson Wealth is a publicly listed company based in Calgary (Canada) founded in 1998, and was acquired by iA Financial Group in July 2025. Diversified asset management firm. The company has 843 employees. Its website richardsonwealth.com draws about 71 thousand monthly visits. Its focus areas include Asset Management and Diversified.

Company details

Richardson Wealth diversified asset management firm through offering financial products and advice, managing assets, and diversified. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.

Operational Areas
Key Metrics
  • Annual Revenue
    $252.77 M (USD)
    4.89
    as on Dec 31, 2024
  • Net Profit
    $394.77 K (USD)
    104.78
    as on Dec 31, 2024
  • EBITDA
    $35.93 M (USD)
    2.13
    as on Dec 31, 2024
  • Investors
  • Employee Count
    843
  • Acquired by

Apps and channels of Richardson Wealth

its YouTube channel Richardson Wealth has 154 subscribers and 30 videos.

Richardson Wealth
YouTube 154 subscribers 30 videos Autos & Vehicles
Open channel

Videos from Richardson Wealth

The most watched videos on Richardson Wealth's YouTube channel, Richardson Wealth (154 subscribers). Click a video to play it here.

My NextGen Plan
961 views
The value of wealth advice
448 views
Business Succession
281 views
Perspectives on aging: Independence and other concerns
133 views

More on Richardson Wealth.

Investors in Richardson Wealth

Richardson Wealth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include iA Financial Group.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
Private foundations focused on insurance sectors
1892ia.caQuebec City, Canada
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Investor details for Richardson Wealth

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People of Richardson Wealth

25 people are tracked at Richardson Wealth (16 in leadership, 9 in team); the tracked headcount is 843.

NameRoleGroup
Sean H.
Vice President, Tax & Estate Planning And Private Family OfficeLeadership
Sarah Widmeyer
SVP Wealth Strategies And Chief Marketing OfficerLeadership
Natalie Bisset
Head Of Corporate Development & SVPLeadership
Jan Sampson
Chief Of StaffLeadership
Ayeza Ahmed
VP FinanceLeadership
Shamin Gillani
Vp, People, Culture & TalentLeadership
Kish Kapoor
President & Ceo, RF Capital GroupLeadership
Elizabeth Pires-Velez
Director, Finance & TaxLeadership
Kerri-Ann Clare Sylvestre
Managing Director, Head Of Equity Capital MarketsLeadership
Vivian Lee-Major
Vice President, Total Rewards, HCM And PayrollLeadership
Susan Fry
Vice President, MarketingLeadership
Christina Clement
Vp, Practice Growth & ExecutionLeadership
Nargis Sunderji
Vice President Private Client Capital MarketsLeadership
Lynne Brejak
Svp, Chief People OfficerLeadership
Paul Landry Cpa
Vice President, Business AcquisitionLeadership
Ashwini Sahani
Talent Acquisition PartnerLeadership
Trixie Baker
Senior Content WriterTeam
Celia Cardenas Cpa
Senior Manager AccountingTeam
Jonil Baranda
Digital Marketing ManagerTeam
Laura Eden
Senior Manager, Financial Planning & AnalysisTeam

5 more people are available in the full profile.

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IPO & Listings of Richardson Wealth

Richardson Wealth is a publicly listed company on the TSX with ticker symbol RCG in Canada, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.

  • IPO date08 Dec 2003
  • Listed onTSX: RCG
  • Listed entityRF Capital Group Inc
  • Exchange sectorFinance
  • Share price19.77 CAD (-0.65% on the day) · 2025-09-29
  • Market capitalisation285,694,810.00 CAD
  • EPS (diluted, trailing year)-0.75 CAD
  • Volume (last session)97,578
  • Analyst consensusNeutral

Financials of Richardson Wealth

Exchange-reported annual figures
YearRevenueNet incomeEBITDA
2024363.7M CAD568,000 CAD51.7M CAD
2023346.8M CAD-11.9M CAD50.6M CAD
2022347.9M CAD-4.8M CAD55.6M CAD
2021321.8M CAD-20.1M CAD44.0M CAD
2020126.3M CAD28.8M CAD55.4M CAD
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Detailed financial statements for Richardson Wealth

Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.

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Timeline of Richardson Wealth

3 dated milestones of Richardson Wealth across 27 years, from founding to its latest funding, stage changes and deals.

  1. Founded Richardson Wealth is founded.
  2. IPO Lists on the stock exchange (IPO).
  3. Exit Acquired by iA Financial Group.

Web traffic of Richardson Wealth

The website of Richardson Wealth (richardsonwealth.com) receives about 71.5K visits a month and ranks #290,935 among all websites worldwide, #3,103 in Investing.

  • Monthly visits
    71.5K

    ▼ 33.2% vs previous month

  • Unique visitors
    28.6K

    per month

  • Global rank
    #290,935

    among all websites

  • Category rank
    #3,103

    Finance · Investing

Similar websites

Websites whose visitors overlap most with Richardson Wealth. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
finviz.com
100%
#2,210View details
tradingview.com
81%
248.1M#118View details
wealthmanagementcanada.com
wealthmanagementcanada.com
73%
#6,234,975–
bmofundcentral.com
bmofundcentral.com
71%
#1,972,708–
privatecapitaljournal.com
privatecapitaljournal.com
71%
#2,155,672–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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Related news about Richardson Wealth

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Complete news archive for Richardson Wealth

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Frequently Asked Questions about Richardson Wealth

Richardson Wealth was founded in 1998.

Richardson Wealth is headquartered in Calgary, Canada. It is registered at Calgary, Alberta, Canada.

Richardson Wealth has 843 employees.

Annual revenue of Richardson Wealth is $252.77M as on Dec 31, 2024.

Richardson Wealth diversified asset management firm through offering financial products and advice, managing assets, and diversified. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.

Yes, Richardson Wealth is publicly traded on TSX under the ticker symbol RCG.

Richardson Wealth has 1 investor. Key investors include iA Financial Group.

Yes. Richardson Wealth was acquired by iA Financial Group in July 2025.

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