Company news
2024
2024
Looking for a safer retirement income stream? Consider annuities
March 18, 2024 - Joelle Hall shares that higher interest rates have sparked a resurgence in annuities, offering a guaranteed stream of income particularly for…
2024
Can you benefit from income splitting?
Despite the introduction of the Tax on Split Income (TOSI) rules in 2018, there are still ways for families to reallocate assets and related income,…
2024
Don’t miss out on these more obscure tax deductions
March 18, 2024 - Sean Hsu, Senior Tax Specialist, says that while many Canadians know common tax deductions, they may not be aware of more…
2024
ESG disclosure working its way into private markets
March 11, 2024 - Discussing ESG disclosure, Francis Sabourin, Portfolio Manager with Richardson Wealth, mentions that "In addition to investors, regulators may have a role…
2024
How investing small sums in her teens gave this advisor a financial edge later in life
March 14, 2024 - Ida Khajadourian shares her personal journey from early entrepreneurial ventures to seasoned investment expertise. Her story underscores the power of early…
2024
Tax planning…don’t wait until it’s too late!
March 11, 2024 - Lynn MacNeil writes about “intermediate” tax planning strategies for The Montrealer, noting there are big and little tax strategies which can…
2024
New COO tackles ambitious goals
March 12, 2024 - Dave Kelly discusses his role as COO at Richardson Wealth and our ambitious goals: $100 billion in AUA and 50% female…
2024
Big gap between our company performance and our stock price
March 1, 2024 - Watch Kish Kapoor, President & CEO, on BNN Bloomberg as he discusses RF Capital Group's recent financial highlights and future plans.…
2024
Why financial infidelity exists in some spousal relationships
Susan O’Brien notes that building a strong financial foundation as a couple requires open communication, shared goals and a plan that reflect your values.