The Globe and Mail
November 17, 2025.
Susan O’Brien, Senior Wealth Advisor at Richardson Wealth, shares that roughly 70 per cent of women change advisors within a year of a spouse’s death, and half of adult children leave their parents’ advisor after inheriting wealth.
Susan emphasizes the value of intergenerational planning to secure relationships and help preparing clients’ children for long-term financial success.
*Globe Advisor subscription required.
2025
Tax loss harvesting: How to make the most of unrealized losses
December 17, 2025 - Andrew Feindel writes that tax loss harvesting works best when decisions are coordinated across accounts and grounded in a clear understanding…
2025
'Tis the season: How to make philanthropy part of your financial plan
December 3, 2025 - Philanthropy can enrich your life and align your finances with your values when approached with purpose and proper planning, writes Diana…
2025
Did you win some lotto money? Here are the first five things you should do
November 19, 2025 - Whether it’s $50,000 or $5 million, sudden windfalls of wealth bring both opportunity and risk, writes Ida Khajadourian.