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.
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Did you win some lotto money? Here are the first five things you should do
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Giving back a key factor for women as their wealth rises
December 2, 2025 - The uptick of philanthropic giving by women reflects more than a financial trend – it signals a cultural shift. Charitable giving…