Company news
2023
2023
How one advisor expanded his toolbox to better serve HNW clients
July 11, 2023 - Neil Kumar explains what the FEA designation has brought to his practice. “Our approach to wealth management takes a broad perspective."
2023
How to prepare for transitioning the family business
June 6, 2023 - In an article for the Globe and Mail, Alexandra Horwood discusses how the process of transitioning a family business from one…
2023
Firm hopes to support younger advisors through new practice financing program
June 20, 2023 - Mike Ankers explains that Richardson Wealth launched a $25-million internal financing program this year to help more young female advisors purchase…
2023
Marriage & Money: Creating Financial Harmony
June 15, 2023 - Lynn Macneil outlines some key steps and considerations to help couples (new or established) navigate their financial journey together.
2023
Looking for a first home? There are more available savings options than ever
June 10, 2023 - Diana Orlic writes that when it comes to choosing a savings strategy to help you finance your first home, there are…
2023
Richardson Wealth recognized as a Best Workplace in Financial Services & Insurance for 2023
Richardson Wealth is honoured to announce that our organization has been named on the 2023 list of Best Workplaces™ in Financial Services & Insurance by…
2023
Why every investor has to be more climate aware
June 6, 2023 - Alexandra Horwood says that she and her team are more business-oriented when they construct climate-friendly portfolios.
2023
Investors turn to a variety of investment products in search of higher yield and income
June 6, 2023 - Andrew Feindel cautions that clients should understand the nuances of buying covered calls – and know the risks.
2023
Advisors who’ve left the big banks find varying levels of support
June 5, 2023 - Andrew Masson joined Richardson Wealth in 2021 after 15 years at bank-owned dealers. Making the move to an independent dealer offers…