December 7, 2022.
“We’re getting more calls than usual, and we think it’s probably a result of the current difficulties in the financial markets. It’s understandable that some investors are seeking a second opinion about their portfolios.” Lynn adds; “We’ve been through this before and we understand the concerns that clients have about their investments.”
I’m visiting with Lynn MacNeil and Fadi Ephtimios, a husband-and-wife team of financial advisors with Richardson Wealth Limited. Lynn and Fadi have been in their chosen profession for twenty-seven years, and their work life is a natural extension of their personal interest in the world of investing.