The Montrealer
August 15, 2025.
Lynn MacNeil, Senior Wealth Advisor at Richardson Wealth, discusses how she approaches investment strategies for clients who are transitioning into retirement.
Addressing two types of retirement situations: clients who depend on their savings for income, and those who don’t, Lynn outlines how she navigates volatility while building flexibility into their investment plans.
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
RF Capital reports second quarter 2025 results
RF Capital Group Inc. reports revenue of $89.3 million in the second quarter of 2025.
2025
Does the return on cottage memories outweigh the return on investment?
July 30, 2025 - Rebecca Broadley explores the emotional and financial considerations of cottage ownership – from hidden costs and portfolio impact to lifestyle alignment…