The Montrealer
August 1, 2026.
Lynn MacNeil, Senior Wealth Advisor at Richardson Wealth, writes about the excitement surrounding the latest wave of mega-IPOs, including SpaceX, OpenAI and Anthropic.
But as Lynn explains, great stories don’t always make great investments.
For investors, the real question is not “Should I buy the hot IPO?” The better question is “Does this fit into my overall wealth strategy?”
2026
Geopolitical and economic instability add to ‘ethical ambiguity’ around ethical investing
September 1, 2026 - Andrew Feindel writes that as geopolitical instability and economic sovereignty reshape how investors define a “responsible” investment, that distinction is becoming…
2026
The AI boom isn’t a replay of the dot-com bust
Anwar Husain explores the similarities and differences between today's AI-driven market rally and the dot-com boom of the late 1990s.
2026
This advisor found a book to co-purchase after leveraging her expertise in tax and estates
July 29, 2026 - Alysha Tse shares how and why she partnered with Chernick James Tse & Associates Wealth Counsel, as the practice prepared for…