The Montrealer
January 26, 2025.
Lynn MacNeil, Wealth Advisor at Richardson Wealth, shares why having a financial advisor is crucial despite DIY investors feeling like they’ve cracked the code for investing success.
Advisors act as a buffer against emotional decision-making, bringing experience, perspective and a structured approach to managing risk, rebalancing portfolios and aligning investments with long-term goals.
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In a world of creators, here’s how advisors can help clients protect their intellectual property
September 9, 2025 - Rebecca Broadley highlights how clients, especially content creators, hold valuable intellectual property and why it’s so important to protect it.
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How the sandwich generation can ensure a secure future across generations
September 3, 2025 - Susan Daley shares how open conversations and early planning can help the “sandwich generation” navigate this challenging life stage.
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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.