Intergenerational family analyzing their business succession plan

Advisors who’ve left the big banks find varying levels of support

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.”

Read more.

Related articles


Rate cuts are coming, but Canadian investors should also be eyeing banks and oil

December 29, 2023 - As the global economy continues to lose momentum and the risk of a recession has increased, Andrew Feindel, Portfolio Manager, Investment…

2 minute read


New art index hopes to create demand for investing in these collectible assets

December 19, 2023 - Andrew Feindel explains how a new art investing index can create more access, making "art an appealing investment for price-sensitive investors…

2 minute read


High-Interest Savings Accounts – they’re not all created equal

December 17, 2023 - Lynn MacNeil writes for the Montrealer that HISAs (High-Interest Savings Accounts) have many advantages.

2 minute read