Financial Post
January 2, 2025.
Thinking about a career change? It’s an exciting step, but it’s important to plan for the financial impact. Lynn MacNeil, Wealth Advisor at Richardson Wealth, highlights how a detailed wealth plan can help you understand the trade-offs, manage income changes, and stay on track for your long-term goals like retirement.
2025
Thinking about taking CPP early to avoid selling stocks at a loss? Proceed with caution
May 5, 2025 - Andrew Feindel shares that early CPP might make sense “if someone is fully invested in equities and needs immediate cash. But…
2025
How gifts, trusts and the lifelong learning plan can fund an education
May 1, 2025 - Andrew Feindel shares how he helps clients explore options beyond RESPs — from structuring gifts and trusts to using the Lifelong…
2025
Planning cash flow in advance is a comfort during a time of market volatility
April 28, 2025 - Andrew Feindel discusses how market uncertainty due to tariffs underscores the need for advisors to explain all the possible portfolio scenarios…