2024

What skills make the best executor?

January 31, 2024 - Choosing an appropriate executor for their will is one of the most challenging aspects of estate planning, writes Tricia Leadbeater.

1 minute read

2024

How to strategically cut the financial cord with your adult children

January 27, 2024 - Ida Khajadourian shares the importance of promoting financial autonomy in adult children, initiating early conversations and instilling sound financial habits.

1 minute read

2024

Kish Kapoor joins the CEO Series podcast

Kish Kapoor chats about his early life in Canada, his journey as CEO with Richardson Wealth, and our growth strategy.

1 minute read

2024

Six strategies for choosing between investing or paying down debt

January 22, 2024 - Ida Khajadourian discusses six strategies to consider when it comes to choosing between paying off debt and investing.

1 minute read

2024

Taxes – the only constant is change!

January 22, 2024 - Joelle Hall writes about changes to the alternative minimum tax and trust reporting within the Tax Act.

1 minute read

2024

For Richardson Wealth’s new COO, it’s about ‘doing amazing things’ for clients

January 24, 2024 - Dave Kelly shares how his decision to join Richardson Wealth as COO stemmed from three factors: our advisor-centric ethos, our strategy,…

1 minute read

2024

How Richardson Wealth is luring advisors with collaborative work environments

January 17, 2024 - Diana Orlic shares that while advisors often share investment strategies and operational insights that can help build each other’s business, at…

1 minute read

2024

“It’s clearly not an investment,” advisors weigh in on the impact of US bitcoin ETFs

Francis Sabourin ensures his clients are aware of the speculative nature of that market.

1 minute read

2024

How independent advisory firms are helping younger people get into the industry

January 11, 2024 - The Globe and Mail profiles Richardson Wealth and how we are developing young talent with a $25-million internal succession planning program…

1 minute read