The Montrealer
March 5, 2025.
In today’s complex financial landscape, it’s crucial to know when to seek expert advice. Lynn MacNeil, Senior Wealth Advisor at Richardson Wealth, breaks down the essential criteria for determining whether a wealth advisor is right for you. Don’t miss her expert insights on navigating financial decisions with confidence.
2025
Thinking about taking CPP early to avoid selling stocks at a loss? Proceed with caution
May 5, 2025 - Andrew Feindel shares that early CPP might make sense “if someone is fully invested in equities and needs immediate cash. But…
2025
How gifts, trusts and the lifelong learning plan can fund an education
May 1, 2025 - Andrew Feindel shares how he helps clients explore options beyond RESPs — from structuring gifts and trusts to using the Lifelong…
2025
Planning cash flow in advance is a comfort during a time of market volatility
April 28, 2025 - Andrew Feindel discusses how market uncertainty due to tariffs underscores the need for advisors to explain all the possible portfolio scenarios…