Advisor.ca
June 30, 2025.
Nevin Chernick, Senior Portfolio Manager at Richardson Wealth, shares how he worked with the firm to create a succession plan without a rigid date while remaining involved in a lesser and lesser capacity.
He emphasizes the value of finding successors with complementary skill sets and giving them prominent front and centre roles with clients.
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.
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.
2025
How the sandwich generation can ensure a secure future across generations
September 3, 2025 - Susan Daley shares how open conversations and early planning can help the “sandwich generation” navigate this challenging life stage.