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

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