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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…
2023
New insurance sales rules will create “happier” clients
May 8, 2023 - New regulations for total cost reporting for segregated funds, the banning of deferred sales charges (DSCs) and a potential chargeback ban…
2023
RF Capital to focus on recruiting, M&A to boost growth
May 4, 2023 - After a transition to back-office provider Fidelity Clearing Canada, and a move to a new head office in Toronto, "the bottom…
2023
How top women advisors are investing through the market noise
May 5, 2023 - In an interview with the Globe and Mail, Cielo Carin explains “My overarching investment strategy is to construct portfolios that can…