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

Stop trying to sell life insurance to Gen Z

April 15, 2025 - Alysha Tse shares that practical advice clicks for her younger clients, and when it comes to life insurance.

1 minute read

2025

Surprise, Gen X! History didn't end, your RRSP is tanking and the nihilism isn't fun anymore

April 15 2025 - Near retirement? Your timing matters more than you think. Evan Riddell helps clients navigate what's often called "the fragile decade" —…

1 minute read

2025

Playing it smart with private credit

April 15, 2025 - With market volatility top of mind, Craig Machel shares how he helps clients navigate the uncertainty by building portfolios designed for…

1 minute read