Stockhouse
March 13, 2024.
Mathis Baumbach, Portfolio Manager at Richardson Wealth, discusses alternative investments with Stockhouse’s The Expert Exchange.
Mathis shares the unique opportunities he sees in these private market investments, including private equity, private credit and infrastructure investments, and how he envisions them in client portfolios.
2025
In a world of creators, here’s how advisors can help clients protect their intellectual property
September 9, 2025 - Rebecca Broadley highlights how clients, especially content creators, hold valuable intellectual property and why it’s so important to protect it.
2025
How the sandwich generation can ensure a secure future across generations
September 3, 2025 - Susan Daley shares how open conversations and early planning can help the “sandwich generation” navigate this challenging life stage.
2025
Your Retirement Paycheque: Building Stability in a Volatile World
Lynn MacNeil discusses investment strategies for clients who are transitioning into retirement, navigating volatility while building flexibility into investment plans.