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
Why iA chose Nobelia as the new brand for Richardson Wealth
October 5, 2026 - Julie Gallagher shares how the firm arrived at the name Nobelia Wealth, and what the rebrand means for advisors and clients.
2026
Despite changing the game in accumulation, ETFs matter less in decumulation says advisor
September 29, 2026 - Evan Riddell, Wealth Advisor at Richardson Wealth, says that the advantages of low-cost, broadly diversified ETFs have been hugely significant for…
2026
A new name that reflects both where we’ve been and where we’re going: Nobelia Wealth
September 21, 2026 - Launching November 30, pending regulatory approval, Nobelia is a nod to both our past and our future, while protecting the culture…