Financial Post
July 23, 2025.
In her latest article with the Financial Post, Susan O’Brien, Senior Wealth Advisor at Richardson Wealth, discusses how “a detailed examination of assets, strategic planning and transparent communications are needed to build a plan that satisfies all parties.”
From clarifying “who gets what” to using tools like trusts and insurance, Susan shares how blended families can approach estate planning to support their legacy and family relationships.
2025
Your Retirement Paycheque: Building Stability in a Volatile World
Lynn MacNeil discusses investment strategies for clients who are transitioning into retirement, navigating volatility while building flexibility into investment plans.
2025
RF Capital reports second quarter 2025 results
RF Capital Group Inc. reports revenue of $89.3 million in the second quarter of 2025.
2025
Does the return on cottage memories outweigh the return on investment?
July 30, 2025 - Rebecca Broadley explores the emotional and financial considerations of cottage ownership – from hidden costs and portfolio impact to lifestyle alignment…