Company news
2025
2025
Charting the course: Insights for aspiring wealth advisors
January 27, 2025 - Alexandra Horwood shares practical insights for aspiring wealth advisors – from finding your niche and building trust with clients, to seeking…
2025
The hidden risks behind DIY investing success
January 26, 2025 - Lynn MacNeil shares why having a financial advisor is crucial despite DIY investors having exceptional returns in financial markets and therefore…
2025
Financial implications to consider before making a career change
January 2, 2025 - Thinking of a career change? Planning ahead is key. Lynn MacNeil at Richardson Wealth shares how a clear wealth plan can…
2025
Is climate change putting the real estate component of financial plans at risk?
January 2, 2025 - Andrew Feindel discusses how climate change is threatening real estate – the largest component of many Canadians’ nest eggs.