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

2024

Cockerill enjoying career year on links following move to Dubai

May 16, 2024 - Currently ranked 19th in the season standings, Aaron’s journey has been truly remarkable. With his family by his side in Dubai,…

1 minute read

2024

Back-office technology upgrades present challenges, rewards for wealth managers

May 15, 2024 - Scott Stennett shares how our transition to Fidelity Clearing Canada has allowed us to have a more sophisticated, efficient digital system…

1 minute read

2024

The Cost of Health: Planning for the Economics of Aging

May 13, 2024 - Lynn MacNeil, Portfolio Manager, Investment Advisor at Richardson Wealth, writes about why advisors should factor in the cost of aging for…

1 minute read