Financial Post
June 4, 2026.
Ida Khajadourian, Senior Portfolio Manager at Richardson Wealth, writes that joint ownership, often intended as a simple estate-planning shortcut, can create serious tax, legal, and family consequences if not structured properly.
Saving on probate fees and simplifying estate administration may sound appealing, but parents should understand the tax, legal and estate implications, and consider whether a different approach would better achieve the intended result.
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,…