Investment Executive
June 30, 2025.
When it comes to a sudden influx of wealth, Kathy McMillan, Senior Wealth Advisor at Richardson Wealth, explains that advisors must be prepared to listen, be patient and put the person before the investment plan.
“Build a relationship, understand what’s important to them and help them achieve it. The investments should be helping them achieve their goals, not be [just] about investing money and gaining returns in isolation.”
2025
Your Retirement Paycheque: Building Stability in a Volatile World
Lynn MacNeil discusses investment strategies for clients who are transitioning into retirement, navigating volatility while building flexibility into investment plans.
2025
RF Capital reports second quarter 2025 results
RF Capital Group Inc. reports revenue of $89.3 million in the second quarter of 2025.
2025
Does the return on cottage memories outweigh the return on investment?
July 30, 2025 - Rebecca Broadley explores the emotional and financial considerations of cottage ownership – from hidden costs and portfolio impact to lifestyle alignment…