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…

1 minute read

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…

2 minute read

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…

2 minute read

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…

1 minute read

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…

2 minute read

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.

1 minute read

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…

1 minute read

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…

2 minute read

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…

2 minute read