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Company news
2026
The great stuff transfer: How to help clients pass on collectibles
April 13, 2026 - More than 60% of collectors planning to pass down their art collections haven’t had a meaningful conversation with their heirs, a…
2026
Advocating for advisor incorporation a top priority for new Richardson Wealth CEO
April 8, 2026 - Julie Gallagher highlights the importance of regulatory proposals that would allow investment advisors to incorporate, noting it is key to “levelling…
2026
With lower home prices and higher interest rates, how do HELOCs fit into financial plans?
April 7, 2026 - Home equity lines of credit (HELOCs) can be very useful, writes Kate Murdoch. However, the calculus may have changed as housing…
2026
How a discretionary PM has managed resurgent global markets
March 25, 2026 - Francis Sabourin shares why his approach is much more geared towards business fundamentals than specific regional themes.
2026
From retirement to rewirement: Why working past the age of 65 is becoming normal
March 24, 2026 - Alexandra Horwood writes that stopping work at 65 is becoming less common for many Canadians – making a formal retirement plan…
2026
The 5 blind spots many successful families don’t see coming
March 17, 2026 - Lynn MacNeil writes that as clients' wealth grows, complexity increases, creating blind spots which many successful families don't see coming.
2026
Richardson’s new CEO shares her plans for the business
March 11, 2026 - Julie Gallagher shares how she wants to be a transparent and authentic team player in building strong relationships with advisors and…
2026
iA Financial Group announces leadership transition at Richardson Wealth: Julie Gallagher to be appointed as President and Chief Executive Officer
iA Financial Group announced the appointment of Julie Gallagher as President and Chief Executive Officer, Richardson Wealth, effective immediately.
2026
Does saving RRSP contribution room for high-income years make sense?
Many think of unused RRSP contribution room as a missed opportunity, but Andrew Feindel shares that it can be used when it will have the…