Newsroom
Company news
2025
Can you invest your time and money in a mid-career gap and still be financially secure?
May 13, 2024 - Can you take a mid-career break and still stay on track financially? Mary Ellen Byrne encourages clients to reassess their values…
2025
CIRO moving ahead with plans for advisor incorporation, but progress may be slow
The Globe and MailMay 15, 2025. Dave Kelly, President and CEO of Richardson Wealth, says the firm is “very supportive and also pleased CIRO is…
2025
Thinking about taking CPP early to avoid selling stocks at a loss? Proceed with caution
May 5, 2025 - Andrew Feindel shares that early CPP might make sense “if someone is fully invested in equities and needs immediate cash. But…
2025
How gifts, trusts and the lifelong learning plan can fund an education
May 1, 2025 - Andrew Feindel shares how he helps clients explore options beyond RESPs — from structuring gifts and trusts to using the Lifelong…
2025
Planning cash flow in advance is a comfort during a time of market volatility
April 28, 2025 - Andrew Feindel discusses how market uncertainty due to tariffs underscores the need for advisors to explain all the possible portfolio scenarios…
2025
Tariff-wary Canadian investors turned to fixed income, international stocks this RRSP season
April 30, 2024 - Ida Khajadourian shares her approach to navigate the uncertainty when clients were wary of jumping into the market with tariff threats…
2025
Stop trying to sell life insurance to Gen Z
April 15, 2025 - Alysha Tse shares that practical advice clicks for her younger clients, and when it comes to life insurance.
2025
Surprise, Gen X! History didn’t end, your RRSP is tanking and the nihilism isn’t fun anymore
April 15 2025 - Near retirement? Your timing matters more than you think. Evan Riddell helps clients navigate what's often called "the fragile decade" —…
2025
Playing it smart with private credit
April 15, 2025 - With market volatility top of mind, Craig Machel shares how he helps clients navigate the uncertainty by building portfolios designed for…