How one advisor weaves volatility offsets into client portfolios

Wealth Professional
October 7, 2025.

Francis Sabourin, Senior Portfolio Manager at Richardson Wealth, is rethinking the traditional two-wheel bicycle investment approach. With bonds no longer offering the same diversification benefits they once did, he’s added a third wheel to the portfolio mix – made up of less traditional sources of income.

Sabourin sees the third wheel as a way to offset volatility and provide appropriate benefit for clients, though he notes that these products aren’t likely to outperform overall or even during volatile periods.

Related articles

2025

How to financially prepare for every stage of life

October 1, 2025 - From earning your first paycheque to achieving financial independence, Lynn MacNeil shares essential steps to help you reach your financial goals.

1 minute read

2025

The pros and cons of using life insurance to fund education costs

September 22, 2025 - Andrew Feindel shares how he has used life insurance for some clients to help save for their children’s education.

1 minute read

2025

In a world of creators, here’s how advisors can help clients protect their intellectual property

September 9, 2025 - Rebecca Broadley highlights how clients, especially content creators, hold valuable intellectual property and why it’s so important to protect it.

1 minute read