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
How to financially prepare for every stage of life
October 1, 2025 - From earning your first paycheque to achieving financial independence, Lynn MacNeil shares essential steps to help you reach your financial goals.
2025
The pros and cons of using life insurance to fund education costs
September 22, 2025 - Andrew Feindel shares how he has used life insurance for some clients to help save for their children’s education.
2025
In a world of creators, here’s how advisors can help clients protect their intellectual property
September 9, 2025 - Rebecca Broadley highlights how clients, especially content creators, hold valuable intellectual property and why it’s so important to protect it.