Thursday, January 5, 2023
Kish Kapoor, President and Chief Executive Officer, RF Capital Group and Richardson Wealth, and Scott Mackenzie, President, Fidelity Clearing Canada, joined Neil Carnell, Managing Director, TSX Trust, Toronto Stock Exchange, to celebrate Richardson Wealth’s digital transition and to open the market. Announced last year, Richardson Wealth has just completed its digital transition through a strategic agreement with Fidelity Clearing Canada. With this transition, that will elevate Richardson Wealth’s technology platform well into the future, Fidelity is now acting as Richardson Wealth’s carrying broker for custody, trade execution, clearing and back-office support. Richardson Wealth will also have access to uniFideTM, Fidelity’s technology platform offering its advisors digital tools to simplify the monitoring and management of client accounts. Fidelity Clearing Canada (FCC), a leading provider of custody and clearing services, provides robust, flexible, and scalable solutions to registered broker/dealers, portfolio managers, and investment advisors. FCC delivers expertise in wealth management, technology, trading, and business transition, and focuses on helping end investors achieve their financial goals.