Finding a Trustworthy Financial Advisor: What You Need to Know

The Montrealer
April 7, 2025.

In an article with The Montrealer, Lynn MacNeil, Senior Wealth Advisor at Richardson Wealth, shares what to look for in independent advisors who can guide you through all stages of wealth management.

She explains how advisors with specific credentials can help tailor clients’ finances for the following:

  • Professional investment management
  • Holistic financial planning
  • Risk management and estate protection

Related articles

2025

For young investors looking for bond exposure, it’s best to keep it simple: experts

April 8, 2025 - Diana Orlic explains that her first step with younger clients is to educate them about the bond market and the role…

1 minute read

2025

Understanding the psychology of investing matters more than ever

April 2, 2025 - Tim Conlin explores how understanding the psychology of investing can help investors resist emotional reactions and stay focused on long-term goals.

1 minute read

2025

Why market volatility is an opportunity to build trust and enhance long-term returns

March 31, 2025 - Craig Machel explains that with the right approach to portfolio construction, it’s possible to capitalize on market volatility while delivering solid…

1 minute read