2024

Don’t miss out on these more obscure tax deductions

March 18, 2024 - Sean Hsu, Senior Tax Specialist, says that while many Canadians know common tax deductions, they may not be aware of more…

1 minute read

2024

ESG disclosure working its way into private markets

March 11, 2024 - Discussing ESG disclosure, Francis Sabourin, Portfolio Manager with Richardson Wealth, mentions that "In addition to investors, regulators may have a role…

1 minute read

2024

How investing small sums in her teens gave this advisor a financial edge later in life

March 14, 2024 - Ida Khajadourian shares her personal journey from early entrepreneurial ventures to seasoned investment expertise. Her story underscores the power of early…

1 minute read

2024

Tax planning…don’t wait until it’s too late!

March 11, 2024 - Lynn MacNeil writes about “intermediate” tax planning strategies for The Montrealer, noting there are big and little tax strategies which can…

1 minute read

2024

New COO tackles ambitious goals

March 12, 2024 - Dave Kelly discusses his role as COO at Richardson Wealth and our ambitious goals: $100 billion in AUA and 50% female…

1 minute read

2024

Big gap between our company performance and our stock price

March 1, 2024 - Watch Kish Kapoor, President & CEO, on BNN Bloomberg as he discusses RF Capital Group's recent financial highlights and future plans.…

1 minute read

2024

Why financial infidelity exists in some spousal relationships

Susan O’Brien notes that building a strong financial foundation as a couple requires open communication, shared goals and a plan that reflect your values.

1 minute read

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