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
How advisors can adjust retirement and estate planning for DINK couples
July 7, 2025 - Diana Orlic discusses how dual-income, no-kids (DINK) clients can protect against lifestyle inflation by maximizing contributions to RRSPs and TFSAs and…
2025
Serving the suddenly high-net-worth
June 30, 2025 - When it comes to a sudden influx of wealth, Kathy McMillan explains that advisors must be prepared to listen, be patient…
2025
No partner, no problem: Building wealth when you’re doing it alone
June 9, 2025 - Sascha Isaacs shares practical steps to help women navigate key challenges like budgeting, investing, retirement planning, and building financial confidence.