Clients see past age difference

Advocis
May 19, 2023.

Alysha To, Senior Financial Planner at Richardson Wealth, is profiled in FORUM Magazine’s feature story, May edition.

She advises other young advisors to develop their communication skills. “You’ll need to be able to effectively communicate complex financial concepts to clients, and that will help with credibility when you’re so young.”

Read more.

Related articles

2026

iA Financial Group announces leadership transition at Richardson Wealth: Julie Gallagher to be appointed as President and Chief Executive Officer

iA Financial Group announced the appointment of Julie Gallagher as President and Chief Executive Officer, Richardson Wealth, effective immediately.

1 minute read

2026

Does saving RRSP contribution room for high-income years make sense?

Many think of unused RRSP contribution room as a missed opportunity, but Andrew Feindel shares that it can be used when it will have the…

1 minute read

2026

Worried about a market crash? Here’s how to protect your retirement savings

February 17, 2026 - Anwar Husain shares that while a negative year will eventually arrive, it is not possible to accurately predict the timing. The…

1 minute read