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Company news
2024
AI can help manage your money, but it can’t do it all
September 21, 2024 - Alexandra Horwood assesses the role of AI in the wealth management industry as a tool to take the first pass at…
2024
Balancing Act: Financial planning for women in the sandwich generation
September 26, 2024 - Richardson Wealth is proud to sponsor Balancing Act: Financial planning for women in the sandwich generation, a free virtual event presented…
2024
Patience is a virtue where returns are concerned
September 16, 2024 - Joelle Hall highlights that understanding your risk tolerance and focusing on long-term goals can help manage market ups and downs.
2024
Richardson Wealth secures high-growth advisor team in Southwestern Ontario
Richardson Wealth is pleased to announce that Ben Troiani, Portfolio Manager, Wealth Advisor, and Investment Advisor and Troiani Wealth Management, joined the firm.
2024
Wealth management firms racing to protect clients from online fraud
The Globe and MailSeptember 12, 2024. In an article with the Globe and Mail, Scott Stennett, Vice-Chair at Richardson Wealth, discusses the prevalence of phishing…
2024
Growth of private assets poses liquidity issues for estates, requiring careful planning
August 27, 2024 - In an article with the Globe and Mail, Andrew Feindel discusses how alternative investments create unique challenges for executors.
2024
Help clients navigate emotions and make good financial decisions
August 19, 2024 - Kathy McMillan discusses how advisors can guide clients through emotional challenges when making financial decisions. Her advice to advisors is to…
2024
From liability to asset: Tapping the potential of insurance to maximize wealth
August 18, 2024 - Joelle Hall shares that whether you’re a business owner or a professional, incorporating insurance into your financial plan can help you…
2024
Dave Kelly to take the reins at Richardson Wealth
August 1, 2024 - Dave Kelly will take over from Kish Kapoor as president and CEO of Toronto-based RF Capital, parent of independent brokerage Richardson…