The Globe and Mail
July 18, 2023.
Alexandra Horwood, Portfolio Manager, Investment Advisor with Richardson Wealth says that it’s critical to illustrate to clients what they get in exchange for what they pay, demonstrating the percentage value added by behavioural coaching, customized planning, tax planning, active rebalancing and any other services an advisor offers.
“Regarding our costs, our objective is to be fair, transparent and exceed your expectations … Our cost is 100 per cent tax-deductible in non-registered accounts and covers all aspects of the holistic wealth management services we provide to our valued clients.”
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