The Montrealer
March 11, 2024.
Lynn MacNeil, Portfolio Manager, Investment Advisor at Richardson Wealth, writes about “intermediate” tax planning strategies for The Montrealer, noting there are big and little tax strategies which can be maximized but are often missed.
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Women Lead Here 2024
This year's panel discussion, "Allyship in Action – How men can advance equity?" featured Kish Kapoor, President and CEO of Richardson Wealth, and esteemed panelists…