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.
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The pros and cons of using life insurance to fund education costs
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In a world of creators, here’s how advisors can help clients protect their intellectual property
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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.