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
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…
2026
How better prospecting can lead to stronger client relationships
July 6, 2026 - Advisors should be just as intentional about finding the right client as clients should be about finding the right advisor, writes…