Currently ranked 19th in the season standings, Aaron Cockerill's journey has been truly remarkable. With his family by his side in Dubai, he’s found the perfect balance between his professional career and personal life.

winnipegfreepress.com/breakingnews/2…

#DPWorldTour #Golf #Winnipeg

As a proud sponsor of the Million Reasons Run, we believe in the importance of supporting research for life-saving treatment which can improve survival rates, quality of life and outcomes for children.

millionreasons.run

#RichardsonWealth #MillionReasonsRun

Garth Doiron has been providing financial advice since 2001. His thoughtful approach inspires confidence, helping clients identify missing pieces that make a positive impact on their money and life.

web.richardsonwealth.com/garth.doiron/

#RichardsonWealth #WealthManagement #Charlottetown

If you receive a windfall, whether it’s expected or unexpected, what’s the first thing you should do? Sarah Widmeyer and Ryan Knipfel talk about what steps to take to keep your money from slipping away.

Listen now:
richardsonwealth.com/articles/manag…

#RichardsonWealth #WealthManagement

Scott Stennett shares how our transition to Fidelity Clearing Canada has allowed us to have a more sophisticated, efficient digital system for advisor teams.

*Globe Advisor subscription required.

theglobeandmail.com/investing/glob…

#RichardsonWealth #WealthManagement #AdvisorExperience

#MarketEthos : After being cool on emerging markets for a long time, why are we more positive?

We see the risk/return balance is tilted more for return; while we aren't jubilant, we are less fearful.

richardsonwealth.com/insights/marke…

#RichardsonWealth #WealthManagement #EmergingMarkets

Lynn MacNeil, Portfolio Manager, Investment Advisor at Richardson Wealth, writes about why advisors should factor in the cost of aging for their clients' financial future.

themontrealeronline.com/2024/05/the-co…

#RichardsonWealth #WealthManagement #FinancialPlanning

This Sunday, we honour our mothers and mother figures who have shaped us into who we are today. Warm wishes for a day filled with profound appreciation for your tireless dedication and endless love.

DP World Tour player Aaron Cockerill, currently ranked 19th, will compete in this year's RBC Canadian Open. This marks Aaron's third appearance at Canada's National Open Championship. We can't wait to see you in action, Aaron!

#CanadianOpen #Golf #Winnipeg

Your children may have the income to cover the cost of mortgage payments & home upkeep, but more parents are giving their kids financial gifts for a down payment in today's housing market.

Should you?

richardsonwealth.com/wealthstrategi…

#RichardsonWealth #WealthManagement #HomeOwnership

Eliane D'Amours is a trusted advisor to a select group of individuals. Her team is committed to providing clients with a multi-asset portfolio strategy to enhance performance in all market environments.

web.richardsonwealth.com/eliane.damours…

#RichardsonWealth #WealthManagement #Ottawa

The latest season of our podcast, Conversations on Wealth, is coming soon. Topics include:

- Managing a windfall
- Updating your #will
- Appointing an #executor
- Women and wealth
- Growing your practice as an advisor

Stay tuned!

richardsonwealth.com/wealth-strateg…

#InvestorStrategy : There is lots of good and bad news these days. While our fear of a recession has diminished over the past few months, why is the risk of a price correction elevated?

richardsonwealth.com/insights/inves…

#RichardsonWealth #WealthManagement #Equities

Joseph Bakish, Portfolio Manager, Investment Advisor at Richardson Wealth, discusses his approach with incorporated clients following the proposed changes to the capital gains inclusion rate.

investmentexecutive.com/news/industry-…

#RichardsonWealth #WealthManagement #Budget2024

We're thrilled to welcome Mary Ellen Byrne Wealth Management to Richardson Wealth!

With 24 years guiding clients through life's financial journey, they believe in knowledge, empathy, and trust, in building long-term relationships with clients.

web.richardsonwealth.com/maryellen.byrn…

Richardson Wealth is pleased to announce the addition of a highly respected six-woman wealth-management team to the firm’s Halifax branch.
richardsonwealth.com/articles/richa…

Shivika Sharma brings a fresh and empathetic perspective to financial planning, nurturing long-term client relationships, and empowering investors of different backgrounds. Welcome to Richardson Wealth!
web.richardsonwealth.com/web/shivika.sh…

#RichardsonWealth #WealthManagement #Calgary

We’re proud to honour Hon. Lisa MacCormack Raitt P.C. as a 2023 Canada’s Most Powerful Women: Top 100™ Award winner! We invite you to join us in celebrating her and all of our legendary winners on our website. Learn more about this year’s winners and events: buff.ly/3VNufxP

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 manager & investment advisor at Richardson Wealth, says this isn’t the case.
theglobeandmail.com/business/comme…
*Subscription required

#MarketEthos : Earnings are riding a wave of optimism, so where do they go next?

The U.S. earnings season is halfway through the Q1 season, and it has been good. But hard to say if it will be enough to maintain the gains of the past few quarters.
richardsonwealth.com/insights/marke…