The Globe and Mail
May 5, 2025.
Andrew Feindel, Senior Wealth Advisor at Richardson Wealth, says early CPP might make sense “if someone is fully invested in equities and needs immediate cash. But they shouldn’t have been in that situation to begin with.”
He adds that retirees with balanced funds may have other options, such as selling more of the portfolio than needed and reinvesting the rest to rebalance the asset mix.
2025
A roadmap for engaging clients’ children and managing intergenerational wealth
November 17, 2025 - Susan O'Brien emphasizes the value of relationships and intergenerational planning for clients and their children while roadmapping for financial success.
2025
Women entrepreneurs, wealth, and the value of advice
October 10, 2025 - Turning a dream of entrepreneurship into reality helps many women take control of their careers, but it also means navigating complex…
2025
How one advisor weaves volatility offsets into client portfolios
October 7, 2025 - Francis Sabourin shares how he is adding a third wheel to his traditional mix of bonds and equities bicycle – made…