Advisor.ca
August 19, 2024.
In an article with Advisor.ca, Kathy McMillan, Wealth Advisor, Associate Portfolio Manager, Investment Advisor discusses how advisors can guide clients in managing emotional challenges to make informed financial decisions.
Since “the worst time to make decisions is during times of stress”, her advice to advisors when navigating emotions is to “…stay curious and ask questions” to work with clients’ lives and varying situations.
2024
Growth of private assets poses liquidity issues for estates, requiring careful planning
August 27, 2024 - In an article with the Globe and Mail, Andrew Feindel discusses how alternative investments create unique challenges for executors.
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…
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…