Company news
2023
2023
Many Canadians are leaving this registered savings plan’s money on the table
May 25, 2023 - Susan O'Brien writes about one of the most useful tools available to Canadians living with a disability is the RDSP, a…
2023
RRSP season investment fund flows falter to weakest level since 2009 as investors opt for cash
May 23, 2023 - Andrew Feindel, Portfolio Manager and Investment Advisor at Richardson Wealth writes on how he has seen clients’ reluctance to get back…
2023
First home savings account: The best thing since sliced bread!
May 23, 2023 - Joelle Hall writes that even if home-buying is not in your future, you should consider an FHSA if you’re eligible. You…
2023
Why TFSAs are a top choice in estate planning
May 23, 2023 - In an interview with Yahoo Finance Canada, Sylvia Azoulay, Vice-President of Tax and Estate Planning at Richardson Wealth explains that with…
2023
Don’t wait until it’s too late to start tax planning!
May 20, 2023 - In an article with the Montrealer, Lynn MacNeil writes that tax planning can help by leveraging fiscal knowledge and tax strategies…
2023
Clients see past age difference
May 19, 2023 - Alysha To, Senior Financial Planner at Richardson Wealth, is profiled in FORUM Magazine’s feature story, May edition.
2023
Clearing up biggest misconception about philanthropy can encourage more Canadians to give back
May 16, 2023 - Alexandra Horwood writes that "Anyone, regardless of their net worth, can be a philanthropist by donating their time or making smaller…
2023
How Bill C-228’s protection of DB pension plans affects financial planning
May 11, 2023 - Joelle Hall, Portfolio Manager, Wealth Advisor, Investment Advisor discusses the Globe and Mail how a defined-benefit pension plan now has extra…
2023
How young top women advisors take a multigenerational approach to connect with clients
May 11, 2023 - Rosemary Horwood, a portfolio manager and investment advisor at Richardson Wealth in Toronto, has found younger clients relate better to someone…