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Company news
2023
Making a List and Checking it Twice
January 13, 2023 - Lynn MacNeil shares a core element of the Wealth Management practice, a checklist! "Our checklist gives our clients peace of mind…
2023
Why the choice between advisors and robo-advisors is more obvious in times of volatility
January 9, 2023 - Alexandra Horwood outlines the importance of advisors compared to robo-advisors in times of volatility.
2023
Rick Morson Nordic Ski School brings the joy of a new sport to young athletes
January 5, 2023 - Strathcona Nordic Ski Club’s school program was renamed the Rick Morson Nordic Ski School in recognition of its founding & ongoing…
2023
How to help your money grow in 2023 against a backdrop of economic uncertainty
January 3, 2023 - When thinking about the stock market as a vehicle to build wealth, Diana Orlic, portfolio manager and wealth advisor at Richardson…
2022
Advisors welcome scrutiny on ESG funds but say there are still many challenges facing investors
December 20, 2022 - The heat is on environmental, social and governance (ESG) investing, with regulatory scrutiny growing over greenwashing and sustainability assurance providers beginning…
2022
Why investors need to understand redemption freezes before getting into alternatives
December 15, 2022 - Ida Khajadourian shares that "under extreme circumstances, a fund might freeze redemptions, known as “gating” to prevent investors from pulling their…
2022
‘It’s the people who make the difference’
December 8, 2022 - Why do advisors choose to join Richardson Wealth? For Michel St-Laurent, “it’s the people who make the difference," plus the freedom…
2022
Case for alts is changing in new environment
December 7, 2022 - Despite the need for due diligence, Craig Machel, Portfolio Manager, Investment Advisor, is a big believer in alternatives for reducing volatility…
2022
Financial planners Lynn MacNeil and Fadi Ephtimios are partners in business and life
December 7, 2022 - With 27 years in their profession, Lynn MacNeil and Fadi Ephtimios have built long-term client relationships; and receive referrals from satisfied…