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
Tax loss harvesting: How to make the most of unrealized losses
December 17, 2025 - Andrew Feindel writes that tax loss harvesting works best when decisions are coordinated across accounts and grounded in a clear understanding…
2025
'Tis the season: How to make philanthropy part of your financial plan
December 3, 2025 - Philanthropy can enrich your life and align your finances with your values when approached with purpose and proper planning, writes Diana…
2025
Did you win some lotto money? Here are the first five things you should do
November 19, 2025 - Whether it’s $50,000 or $5 million, sudden windfalls of wealth bring both opportunity and risk, writes Ida Khajadourian.