Growth of private assets poses liquidity issues for estates, requiring careful planning

The Globe and Mail
August 27, 2024.

In an article with the Globe and Mail, Andrew Feindel, Portfolio Manager, Wealth Advisor, Investment Advisor at Richardson Wealth discusses how alternative investments create unique challenges for executors.

*Globe Advisor subscription required.

Related articles

2024

Help clients navigate emotions and make good financial decisions

August 19, 2024 - Kathy McMillan discusses how advisors can guide clients through emotional challenges when making financial decisions. Her advice to advisors is to…

1 minute read

2024

From liability to asset: Tapping the potential of insurance to maximize wealth

August 18, 2024 - Joelle Hall shares that whether you’re a business owner or a professional, incorporating insurance into your financial plan can help you…

1 minute read

2024

Dave Kelly to take the reins at Richardson Wealth

August 1, 2024 - Dave Kelly will take over from Kish Kapoor as president and CEO of Toronto-based RF Capital, parent of independent brokerage Richardson…

1 minute read