2022

Advisors welcome scrutiny on ESG funds but say there are still many challenges facing investors

December 20, 2022 - The heat is on environmental, social and governance (ESG) investing, with regulatory scrutiny growing over greenwashing and sustainability assurance providers beginning…

2 minute read

2022

Why investors need to understand redemption freezes before getting into alternatives

December 15, 2022 - Ida Khajadourian shares that "under extreme circumstances, a fund might freeze redemptions, known as “gating” to prevent investors from pulling their…

2 minute read

2022

Financial planners Lynn MacNeil and Fadi Ephtimios are partners in business and life

December 11, 2022 - Lynn MacNeil and Fadi Ephtimios, a husband-and-wife team of financial advisors with Richardson Wealth Limited, have been in their chosen profession…

2 minute read

2022

‘It’s the people who make the difference’

December 8, 2022 - Why do advisors choose to join Richardson Wealth? For Michel St-Laurent, “it’s the people who make the difference," plus the freedom…

2 minute read

2022

Case for alts is changing in new environment

December 7, 2022 - Despite the need for due diligence, Craig Machel, Portfolio Manager, Investment Advisor, is a big believer in alternatives for reducing volatility…

1 minute read

2022

Financial planners Lynn MacNeil and Fadi Ephtimios are partners in business and life

December 7, 2022 - With 27 years in their profession, Lynn MacNeil and Fadi Ephtimios have built long-term client relationships; and receive referrals from satisfied…

2 minute read

2022

Five pieces of recession-proof financial advice for new graduates

November 27, 2022 - Susan O'Brien shares how any employment opportunity can offer post-secondary graduates valuable skills, from how to manage a source of income…

2 minute read

2022

How convertible debentures protected advisor’s clients amid market turmoil

November 9, 2022 - Paul Borisoff details how he has built a niche of convertible debentures (long-form debts issued by a company that can be…

2 minute read

2022

Knowing ‘what it takes to get the job done’ has been key for top young advisors

November 4, 2022 - Alexandra Horwood, Investment Advisor and Portfolio Manager at Richardson Wealth, shares her unique perspective on understanding the wealth management business from…

2 minute read