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Company news
2024
Richardson Wealth secures high-growth advisor team in Calgary
Richardson Wealth Limited is pleased to announce that Broadley and Associates, a fast-growing advisor team led by investment advisors Rebecca Broadley and Preston Howell, joined…
2024
Diversification deciphered: how many baskets does your investment portfolio need?
May 31, 2024 - Ida Khajadourian, writes that navigating the complexities of modern market environments requires a more sophisticated, outcome-oriented and adaptable framework.
2024
Richardson Wealth appoints Derek Perritt as Vice President, Wealth Planning and Solutions
Richardson Wealth Limited announces that Derek Perritt has been appointed to Vice President, Wealth Planning and Solutions, within its Wealth Strategies group.
2024
Three big mistakes advisors make when integrating alternative assets into client portfolios
May 27, 2024 - Andrew Feindel shares mistakes that advisors should look out for when integrating alternatives into traditional client portfolios.
2024
Cockerill enjoying career year on links following move to Dubai
May 16, 2024 - Currently ranked 19th in the season standings, Aaron’s journey has been truly remarkable. With his family by his side in Dubai,…
2024
Back-office technology upgrades present challenges, rewards for wealth managers
May 15, 2024 - Scott Stennett shares how our transition to Fidelity Clearing Canada has allowed us to have a more sophisticated, efficient digital system…
2024
The Cost of Health: Planning for the Economics of Aging
May 13, 2024 - Lynn MacNeil, Portfolio Manager, Investment Advisor at Richardson Wealth, writes about why advisors should factor in the cost of aging for…
2024
Richardson Wealth welcomes leading team in Halifax
Richardson Wealth is pleased to announce the addition of a highly respected six-woman wealth-management team to the firm’s Halifax branch.
2024
Capital gains changes tip the scales for business owners
May 3, 2024 - Joseph Bakish discusses his approach with incorporated clients following the proposed changes to the capital gains inclusion rate.