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.”
2026
Why adding adult children as joint owners can create more problems than it solves
June 4, 2026 - Ida Khajadourian, writes that joint ownership, often intended as a simple estate-planning shortcut, can create serious tax, legal, and family consequences…
2026
What advisors can learn about portfolio structure from Canada’s pension plans
May 19, 2026 - Like Canada’s highly regarded Maple 8 public pension funds, advisors can structure portfolios with strategic and tactical asset allocation, writes Craig…
2026
Tax refund to invest? Ignore the noise and look to international stocks
April 27, 2026 - Even with markets more volatile than usual, Ida Khajadourian shares her strategy of avoiding cash in favour of focusing on companies…