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
The importance of keeping faith in a long-term plan
March 6, 2025 - Staying focused in fluctuating markets is crucial. Evan Riddell explains the power of a long-term perspective.
2025
Why some clients are producing documentaries and books as part of their legacy planning
February 3, 2025 - Joseph Bakish highlights the value of video services for "before I go" wishes in estate planning. “It’s not just about the…
2025
Cents vs Sense: Considerations for Intergenerational Wealth Management
January 27, 2025 - Joelle Hall discusses several considerations for intergenerational wealth management, especially in buying real estate for children.