This advisor found a book to co-purchase after leveraging her expertise in tax and estates

The Globe and Mail
July 29, 2026.

Alysha Tse, Wealth Advisor at Richardson Wealth, shares how and why she partnered with Chernick James Tse & Associates Wealth Counsel, as the practice prepared for its succession plan.

“After working with clients, I realized they also needed someone who had good judgment, planning skills, communication, continuity and someone who can guide them through complex decisions over time.”

“Our clients are looking for more than investment recommendations. They want an advisory team that understands the full financial picture, identifies issues before they become problems and co-ordinates the various professionals involved in their affairs.”

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