The hidden risks behind DIY investing success

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.

Related articles

2025

Quebec’s iA Financial scoops up independent wealth manager RF Capital

July 28, 2025 - Dave Kelly: iA will allow the company to “unlock powerful opportunities across technology, product innovation, and operational scale — enhancing the…

1 minute read

2025

iA Financial Corporation to acquire RF Capital Group Inc.

iA Financial Corporation Inc. and RF Capital Group Inc. announced today that they have entered into a definitive agreement, pursuant to which iA will acquire…

1 minute read

2025

What advisors need to know before adopting SMAs and UMAs

July 21, 2025 - Susan O’Brien explains how separately managed accounts and unified managed accounts can allow advisors to delegate security selection while managing overall…

1 minute read