Financial Post
June 4, 2026.
Ida Khajadourian, Senior Portfolio Manager at Richardson Wealth, writes that joint ownership, often intended as a simple estate-planning shortcut, can create serious tax, legal, and family consequences if not structured properly.
Saving on probate fees and simplifying estate administration may sound appealing, but parents should understand the tax, legal and estate implications, and consider whether a different approach would better achieve the intended result.
2026
Why iA chose Nobelia as the new brand for Richardson Wealth
October 5, 2026 - Julie Gallagher shares how the firm arrived at the name Nobelia Wealth, and what the rebrand means for advisors and clients.
2026
Despite changing the game in accumulation, ETFs matter less in decumulation says advisor
September 29, 2026 - Evan Riddell, Wealth Advisor at Richardson Wealth, says that the advantages of low-cost, broadly diversified ETFs have been hugely significant for…
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…