Financial Post
September 3, 2025.
For those in the “sandwich generation”, time and money are often stretched too thin.
Susan Daley, Senior Investment Advisor at Richardson Wealth, shares why understanding both financial and care needs – and stress testing your financial plan – are essential to successfully navigating this life stage.
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
Your Retirement Paycheque: Building Stability in a Volatile World
Lynn MacNeil discusses investment strategies for clients who are transitioning into retirement, navigating volatility while building flexibility into investment plans.