The Montrealer
March 17, 2026.
Lynn MacNeil, Senior Wealth Advisor at Richardson Wealth, explains that as wealth grows, so does complexity – often creating blind spots many successful families don’t see coming.
“Most successful families have done an excellent job accumulating wealth. What often remains less optimized is how investments, tax strategy, income planning, and risk management fit together as a coordinated system.”
2026
What advisors can learn about portfolio structure from Canada’s pension plans
May 19, 2026 - Like Canada’s highly regarded Maple 8 public pension funds, advisors can structure portfolios with strategic and tactical asset allocation, writes Craig…
2026
Tax refund to invest? Ignore the noise and look to international stocks
April 27, 2026 - Even with markets more volatile than usual, Ida Khajadourian shares her strategy of avoiding cash in favour of focusing on companies…
2026
Retirement isn't a number. It's a system that must hold up over time
April 24, 2026 - Evan Riddell explains that most successful retirements aren’t defined by the largest portfolios, but rather by a plan that is clear,…