Ottawa Business Journal
November 20, 2024.
Joelle Hall, Portfolio Manager, Wealth Advisor, Investment Advisor at Richardson Wealth, outlines the perks of a First Home Savings Account (FHSA) and why you may want to open one before the end of the calendar year.
The FHSA can be an effective wealth-building tool as an investment account that can hold mutual funds, stocks, bonds and other publicly traded securities–similar to a TFSA or RRSP.
2024
How a growing fifth-generation cannery navigates the ups and downs of financial management
Craig Machel, Portfolio Manager at Richardson Wealth, emphasizes that balancing growth with stability is key for family-run companies.
2024
Navigating your leave from work – and your return
October 29, 2024 - Taking time off work? Richardson Wealth’s Maria Miletic & Alexandra Horwood share tips on planning financially & emotionally, from budgeting to…
2024
Why some advisors are turning to alternatives in tricky bond environment
October 24, 2024 - Diana Orlic discusses how the alternative credit space can generate consistent returns amid inflation and interest rate uncertainty.