The Montrealer
August 15, 2025.
Lynn MacNeil, Senior Wealth Advisor at Richardson Wealth, discusses how she approaches investment strategies for clients who are transitioning into retirement.
Addressing two types of retirement situations: clients who depend on their savings for income, and those who don’t, Lynn outlines how she navigates volatility while building flexibility into their investment plans.
2025
RF Capital reports second quarter 2025 results
RF Capital Group Inc. reports revenue of $89.3 million in the second quarter of 2025.
2025
Does the return on cottage memories outweigh the return on investment?
July 30, 2025 - Rebecca Broadley explores the emotional and financial considerations of cottage ownership – from hidden costs and portfolio impact to lifestyle alignment…
2025
Quebec’s iA Financial scoops up independent wealth manager RF Capital
July 28, 2025 - Dave Kelly: iA will allow the company to “unlock powerful opportunities across technology, product innovation, and operational scale — enhancing the…