This advisor found a book to co-purchase after leveraging her expertise in tax and estates

The Globe and Mail
July 29, 2026.

Alysha Tse, Wealth Advisor at Richardson Wealth, shares how and why she partnered with Chernick James Tse & Associates Wealth Counsel, as the practice prepared for its succession plan.

“After working with clients, I realized they also needed someone who had good judgment, planning skills, communication, continuity and someone who can guide them through complex decisions over time.”

“Our clients are looking for more than investment recommendations. They want an advisory team that understands the full financial picture, identifies issues before they become problems and co-ordinates the various professionals involved in their affairs.”

*Globe advisor subscription required.

Related articles

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…

2 minute read

2026

Richardson to rebrand to Nobelia Wealth

September 21, 2026 - Nobelia "symbolizes a tradition of excellence and trust and honours our heritage while expressing our confidence in the future" — Julie…

2 minute read

2026

Richardson Wealth announces intention to become Nobelia Wealth, marking a new chapter in its evolution

Nobelia Wealth will enhance Richardson Wealth’s boutique culture with the financial strength, scale and technological capabilities of iA Financial Group

2 minute read