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Company news
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.
2024
Capital-gains tax hike will lead to ‘fairness for every generation’? Really?
The capital gains hike announced in Budget 2024 suggests that only a small minority of businesses will be affected by the change. Andrew Feindel, Portfolio…
2024
3 big questions about how the capital gains tax increase affects you
Recently proposed changes to the capital gains tax rate have caused some confusion amongst business owners, professionals, investors and property owners. Neil Kumar, advisor and…
2024
Women Lead Here 2024
This year's panel discussion, "Allyship in Action – How men can advance equity?" featured Kish Kapoor, President and CEO of Richardson Wealth, and esteemed panelists…
2024
How establishing work-life balance can make for better advisors
April 16, 2024 - Maintaining work-life balance is particularly challenging for advisors, who feel motivated to serve clients all the time, writes Alexandra Horwood.
2024
Can Boeing come back?
March 28, 2024 - Francis Sabourin, Portfolio Manager, Investment Advisor at Richardson Wealth, discusses what has contributed to Boeing's current issues and why he thinks…