Making a List and Checking it Twice

The Montrealer
January 13, 2023

“When it comes to taxes, investments, insurance, estate planning, and business planning, the amount of information and knowledge that is required is overwhelming. A checklist simply helps ensure that we dot all the i’s and cross all the t’s.”

Lynn MacNeil, Associate Investment Advisor, Associate Portfolio Manager with Richardson Wealth shares one of the core elements of the Wealth Management practice, a checklist.

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