The Globe & Mail
July 4, 2024
In the Globe and Mail, Andrew Feindel, Portfolio Manager, Wealth Advisor at Richardson Wealth, writes that the increase in the capital gains inclusion rate may force some Canadians to see the crucial role insurance can play as part of a holistic plan. Insurance planning can help minimize taxes, build wealth and protect against life’s uncertainties while leaving a lasting legacy.
*Globe Advisor subscription required.
2024
Why some advisors are turning to alternatives in tricky bond environment
October 24, 2024 - Diana Orlic discusses how the alternative credit space can generate consistent returns amid inflation and interest rate uncertainty.
2024
How this advisor learned balance
October 24, 2024 - How did Tiffany Harding’s journey to financial independence shape her career? She shares her story in Globe Advisor’s Behind the Advice.
2024
Financial planning for the sandwich generation
October 18, 2024 - Lynn MacNeil & Diana Orlic stress setting clear boundaries around time and money for women in the sandwich generation. Learn their…