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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The importance of keeping faith in a long-term plan
March 6, 2025 - Staying focused in fluctuating markets is crucial. Evan Riddell explains the power of a long-term perspective.
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Not Everyone Needs a Wealth Advisor… Do You?
March 5, 2025 - Is a wealth advisor right for you? Lynn MacNeil offers expert guidance on making smart financial choices.
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Why some clients are producing documentaries and books as part of their legacy planning
February 3, 2025 - Joseph Bakish highlights the value of video services for "before I go" wishes in estate planning. “It’s not just about the…