Finding a Trustworthy Financial Advisor: What You Need to Know

The Montrealer
April 7, 2025.

In an article with The Montrealer, Lynn MacNeil, Senior Wealth Advisor at Richardson Wealth, shares what to look for in independent advisors who can guide you through all stages of wealth management.

She explains how advisors with specific credentials can help tailor clients’ finances for the following:

  • Professional investment management
  • Holistic financial planning
  • Risk management and estate protection

Related articles

2025

RF Capital reports second quarter 2025 results

RF Capital Group Inc. reports revenue of $89.3 million in the second quarter of 2025.

1 minute read

2025

Does the return on cottage memories outweigh the return on investment?

July 30, 2025 - Rebecca Broadley explores the emotional and financial considerations of cottage ownership – from hidden costs and portfolio impact to lifestyle alignment…

1 minute read

2025

Quebec’s iA Financial scoops up independent wealth manager RF Capital

July 28, 2025 - Dave Kelly: iA will allow the company to “unlock powerful opportunities across technology, product innovation, and operational scale — enhancing the…

1 minute read