The Globe and Mail
June 5, 2023.
For Andrew Masson, Portfolio Manager and Investment Advisor who joined Richardson Wealth in Calgary in 2021 after 15 years at bank-owned dealers, relies on the financial planning support for clients with complex planning needs and also leverages its tax and estate team.
Moving to an independent dealer, portfolio manager, investment counsellor or family office can promise more freedom to develop their business.
”It’s a much more robust platform for not only me but my clientele,” he says. The strength of Richardson Wealth’s cross-border tax experts has been particularly helpful given how common those issues are for his clients. “That became really valuable to me because I live off those ancillary services.”
