Advocis
May 19, 2023.
Alysha To, Senior Financial Planner at Richardson Wealth, is profiled in FORUM Magazine’s feature story, May edition.
She advises other young advisors to develop their communication skills. “You’ll need to be able to effectively communicate complex financial concepts to clients, and that will help with credibility when you’re so young.”
2026
The 5 blind spots many successful families don’t see coming
March 17, 2026 - Lynn MacNeil writes that as clients' wealth grows, complexity increases, creating blind spots which many successful families don't see coming.
2026
iA Financial Group announces leadership transition at Richardson Wealth: Julie Gallagher to be appointed as President and Chief Executive Officer
iA Financial Group announced the appointment of Julie Gallagher as President and Chief Executive Officer, Richardson Wealth, effective immediately.
2026
Does saving RRSP contribution room for high-income years make sense?
Many think of unused RRSP contribution room as a missed opportunity, but Andrew Feindel shares that it can be used when it will have the…