Company news
2023
2023
Rate cuts are coming, but Canadian investors should also be eyeing banks and oil
December 29, 2023 - As the global economy continues to lose momentum and the risk of a recession has increased, Andrew Feindel, Portfolio Manager, Investment…
2023
New art index hopes to create demand for investing in these collectible assets
December 19, 2023 - Andrew Feindel explains how a new art investing index can create more access, making "art an appealing investment for price-sensitive investors…
2023
High-Interest Savings Accounts – they’re not all created equal
December 17, 2023 - Lynn MacNeil writes for the Montrealer that HISAs (High-Interest Savings Accounts) have many advantages.
2023
Should you build your own technology setup?
December 11, 2023 - Scott Stennett discusses Richardson Wealth’s approach to providing advisors with a variety of hardware options and access to a fulsome digital…
2023
Solving home bias when investing isn’t simple, but there are strategies to overcome it
December 3, 2023 - Andrew Feindel writes that examining the psychology behind home bias may help position a portfolio for success.
2023
Money & Menopause
November 28, 2023 - Lynn MacNeil writes about the connection between menopause and money in an article for The Montrealer, and says that financial advisors…
2023
Know when to take a loss
November 23, 2023 - Joelle Hall writes that tax-loss selling can reduce tax paid on capital gains to trigger capital losses from non-registered investments.
2023
Real estate investing can diversify your portfolio, but it comes with warnings
November 16, 2023 - Neil Kumar writes that real estate adds a healthy dose of diversification to investment portfolios, but he underlines the need for…
2023
Is the cost of saving for financial independence and early retirement worth it?
November 13, 2023 - Alexandra Horwood discusses the financial independence, retire early movement (FIRE) philosophy that has garnered attention in recent years.