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
What advisors need to know before adopting SMAs and UMAs
July 21, 2025 - Susan O’Brien explains how separately managed accounts and unified managed accounts can allow advisors to delegate security selection while managing overall…
2025
How advisors can adjust retirement and estate planning for DINK couples
July 7, 2025 - Diana Orlic discusses how dual-income, no-kids (DINK) clients can protect against lifestyle inflation by maximizing contributions to RRSPs and TFSAs and…
2025
Serving the suddenly high-net-worth
June 30, 2025 - When it comes to a sudden influx of wealth, Kathy McMillan explains that advisors must be prepared to listen, be patient…