deliberating the tax savings of financial plan

Challenges ahead for retail-focused digital alts platform, says veteran advisor

Wealth Professional
October 13, 2023.

“It’s a new era for retail investors and retail advisors in the high-net-worth space.”

Francis Sabourin, Portfolio Manager, Investment Advisor at Richardson Wealth is pleased to see the launch of a new online platform to access alternative investments in Canada.

While alts were not a major topic of mainstream conversation five or six years ago, the crisis in public markets last year has opened hearts and minds. Today, more investment advisors and their clients than ever are seeing the sense in having exposure to asset classes outside the traditional public stock and bond markets.

Read more.

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