Newsroom
Company news
2023
Ten money management and investing books you should read this summer
July 20, 2023 - Alexandra Horwood, along with Alysha To and other advisors share ten money management books they recommend reading this summer.
2023
Should you count your home as part of your nest egg? A practical guide
July 23, 2023 - When it comes to factoring a home's value into into financial planning, Ty Cooke says that "downsizing doesn't necessarily mean less…
2023
When (you’re told) a new client wants a complicated investment strategy
July 20, 2023 - Craig Machel discusses the importance of knowing your client, starting from scratch and getting to know one another regardless of whether…
2023
Breaking down what it costs for advisors to deliver results
July 18, 2023 - Alexandra Horwood says it’s critical to show clients what they get in exchange for the holistic wealth management services they pay…
2023
Money Mindset: Abundance & Scarcity
July 13, 2023 - Lynn MacNeil's latest article with The Montrealer delves into how our money mindset influences how we spend, how we save, and…
2023
How one advisor expanded his toolbox to better serve HNW clients
July 11, 2023 - Neil Kumar explains what the FEA designation has brought to his practice. “Our approach to wealth management takes a broad perspective."
2023
How to prepare for transitioning the family business
June 6, 2023 - In an article for the Globe and Mail, Alexandra Horwood discusses how the process of transitioning a family business from one…
2023
Firm hopes to support younger advisors through new practice financing program
June 20, 2023 - Mike Ankers explains that Richardson Wealth launched a $25-million internal financing program this year to help more young female advisors purchase…
2023
Marriage & Money: Creating Financial Harmony
June 15, 2023 - Lynn Macneil outlines some key steps and considerations to help couples (new or established) navigate their financial journey together.