Company news
2022
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…
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…
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…
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…
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…
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…
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…
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…
2022
Trusted Contact Person – an important layer of protection for your wealth
October 13, 2022 - A trusted contact person has no authority over your affairs, but they can alert your investment advisor if they feel that…