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.
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What about the First Home Savings Account?
November 20, 2024 - Joelle Hall outlines the perks of a First Home Savings Account (FHSA) and why you may want to open one before…
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How a growing fifth-generation cannery navigates the ups and downs of financial management
Craig Machel, Portfolio Manager at Richardson Wealth, emphasizes that balancing growth with stability is key for family-run companies.
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Navigating your leave from work – and your return
October 29, 2024 - Taking time off work? Richardson Wealth’s Maria Miletic & Alexandra Horwood share tips on planning financially & emotionally, from budgeting to…