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
Women entrepreneurs, wealth, and the value of advice
October 10, 2025 - Turning a dream of entrepreneurship into reality helps many women take control of their careers, but it also means navigating complex…
2025
How one advisor weaves volatility offsets into client portfolios
October 7, 2025 - Francis Sabourin shares how he is adding a third wheel to his traditional mix of bonds and equities bicycle – made…
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.