2024

How four advisors are positioning portfolios for the year ahead

January 8, 2024 - Francis Sabourin discusses how he is keeping tabs on four trends in 2024– elections for 4.1 billion people around the world,…

1 minute read

2024

Dave Kelly joins Richardson Wealth as chief operating officer

January 8, 2024 - In an exclusive interview with The Globe and Mail, Kish Kapoor announces the appointment of Dave Kelly as the new Chief…

1 minute read

2024

Ask the Expert: Top tips for building your 2024 investment plan

January 3, 2024 - Diana Orlic suggests investors focus on investment-grade and government bonds. "It’s looking like bonds are going to make a comeback..."

1 minute read

2023

Rate cuts are coming, but Canadian investors should also be eyeing banks and oil

December 29, 2023 - As the global economy continues to lose momentum and the risk of a recession has increased, Andrew Feindel, Portfolio Manager, Investment…

1 minute read

2023

New art index hopes to create demand for investing in these collectible assets

December 19, 2023 - Andrew Feindel explains how a new art investing index can create more access, making "art an appealing investment for price-sensitive investors…

1 minute read

2023

High-Interest Savings Accounts – they’re not all created equal

December 17, 2023 - Lynn MacNeil writes for the Montrealer that HISAs (High-Interest Savings Accounts) have many advantages.

1 minute read

2023

Should you build your own technology setup?

December 11, 2023 - Scott Stennett discusses Richardson Wealth’s approach to providing advisors with a variety of hardware options and access to a fulsome digital…

1 minute read

2023

Solving home bias when investing isn’t simple, but there are strategies to overcome it

December 3, 2023 - Andrew Feindel writes that examining the psychology behind home bias may help position a portfolio for success.

1 minute read

2023

Money & Menopause

November 28, 2023 - Lynn MacNeil writes about the connection between menopause and money in an article for The Montrealer, and says that financial advisors…

1 minute read