The Montrealer
July 13, 2023.
Lynn MacNeil‘s latest article with The Montrealer delves into the money mindset – our deepest belief about money.
It influences how we spend, how we save, and how we manage money. Our money mindset is likely to be the biggest determinant of financial success (or failure).
The connection between money and mindset is so powerful, yet also often overlooked.
2026
The Critical 10 Wealth Premium: Protecting Corporate Exits
October 28, 2026 - Craig Machel join the Canadian Small Business Podcast, discussing wealth management planning, the Critical 10 retirement window as it relates to…
2026
How advisors can reframe the mutual fund vs. ETF debate
October 27, 2026 - When comparing mutual funds and ETFs, advisors should have the data in front of them and illustrate why comparisons should be…
2026
Why iA chose Nobelia as the new brand for Richardson Wealth
October 5, 2026 - Julie Gallagher shares how the firm arrived at the name Nobelia Wealth, and what the rebrand means for advisors and clients.