Ottawa Business Journal
November 20, 2024.
Joelle Hall, Portfolio Manager, Wealth Advisor, Investment Advisor at Richardson Wealth, outlines the perks of a First Home Savings Account (FHSA) and why you may want to open one before the end of the calendar year.
The FHSA can be an effective wealth-building tool as an investment account that can hold mutual funds, stocks, bonds and other publicly traded securities–similar to a TFSA or RRSP.
2024
Is climate change putting the real estate component of financial plans at risk?
January 2, 2025 - Andrew Feindel discusses how climate change is threatening real estate – the largest component of many Canadians’ nest eggs.
2024
Financial implications to consider before making a career change
January 5 2025 - Lynn MacNeil shares how a clear wealth plan can help you navigate income changes and stay on track for long-term goals.
2024
How a growing fifth-generation cannery navigates the ups and downs of financial management
Craig Machel, Portfolio Manager at Richardson Wealth, emphasizes that balancing growth with stability is key for family-run companies.