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:
2025
How advisors can adjust retirement and estate planning for DINK couples
July 7, 2025 - Diana Orlic discusses how dual-income, no-kids (DINK) clients can protect against lifestyle inflation by maximizing contributions to RRSPs and TFSAs and…
2025
Serving the suddenly high-net-worth
June 30, 2025 - When it comes to a sudden influx of wealth, Kathy McMillan explains that advisors must be prepared to listen, be patient…
2025
How one retiring advisor built a flexible, phased succession plan
June 30, 2025 - Nevin Chernick shares how he worked with the firm to create a succession plan without a rigid date while staying involved…