Richardson Wealth

#MarketEthos: Over the past three decades banks have delivered standout returns. But with valuations pushed higher, the question now is: How much of the good news is already priced in? richardsonwealth.com/insights/marke… #RichardsonWealth #WealthManagement #Banks

Lynn MacNeil, Senior Wealth Advisor at Richardson Wealth, writes that as clients' wealth grows, complexity increases, creating blind spots which many successful families don't see coming. themontrealeronline.com/2026/03/the-5-… #RichardsonWealth #WealthManagement #Montreal

Wishing a joyful Eid al-Fitr as Ramadan comes to an end, marking a time of renewal for Muslims around the world.  Eid Mubarak!

Offering a personalized and detailed approach to wealth management, Caroline Ste-Marie and Michel St-Laurent have worked with physicians and healthcare professionals for over 25 years. ste-mariest-laurent.com/?lang=en_US #Montreal

#InvestorStrategy: This year was off to a good start. Dividend factor, cyclicals are helping the TSX make new highs, international flying, economic data better. But now we have an energy crisis afoot. richardsonwealth.com/insights/inves… #RichardsonWealth #WealthManagement #Investing

Julie Gallagher, President and CEO of Richardson Wealth, shares how she wants to be a transparent and authentic team player in building strong relationships with advisors and taking on their feedback. wealthprofessional.ca/news/industry-… #RichardsonWealth #WealthManagement

#MarketEthos: The market is fragile, and the sudden ramp of geopolitical risk is clearly being felt. While markets have fallen, we’re still not anywhere near correction territory. richardsonwealth.com/insights/marke… #RichardsonWealth #WealthManagement #Investing

Providing investment and wealth management advice to successful families, entrepreneurs, foundations and retirees, Emily Krieger and her team offer investment advice for each stage of life. emilykrieger.ca #RichardsonWealth #WealthManagement #BritishColumbia

We recognize the continued resilience and strength of women around the world as we work to build more equitable gender representation everywhere.  Happy International Women's Day.

Backed by more than 30+ years of personal financial services experience, Leah Bourgeois and team design tailored financial strategies to support clients' wealth and lifestyle objectives. They understand that protecting each client’s assets – and their family’s legacy – takes a thoughtful, holistic wealth management approach, starting with deep conversations that build toward successful outcomes. bourgeoiswealthcounsel.com #RichardsonWealth #WealthManagement #Calgary

Many think of unused RRSP contribution room as a missed opportunity, but Andrew Feindel shares that it can be used when it will have the biggest impact in high-income years. *Subscription required. theglobeandmail.com/investing/glob… #RichardsonWealth #WealthManagement #Investing

#MarketEthos: It’s anyone’s guess if risk appetites will rise or fall in the coming months, though they’re more likely to fall given they do appear decently high right now. richardsonwealth.com/insights/marke… #RichardsonWealth #WealthManagement #Investing

Anwar Husain shares that while a negative year will eventually arrive, it is not possible to accurately predict the timing. The more important question is how a downturn would affect your retirement goals. theglobeandmail.com/investing/arti… #RichardsonWealth #WealthManagement #Markets #Retirement

With more than 22 years of financial services experience, Mohamed El Tagi has built long-term relationships with high net worth individuals, retirees, pre-retirees, business owners and professionals. eltagiwealth.com/?lang=en_US #RichardsonWealth #WealthManagement #Montreal #PointeClaire

Estate planning isn’t just for your parents. If you have savings, digital assets, or a pet, having a plan helps protect your wishes and reduce uncertainty. Read the article Talk to a Richardson Wealth advisor. richardsonwealth.com/wealthstrategi… #RichardsonWealth #Estate #FinancialPlan

#InvestorStrategy: Clearly, this somewhat fearless market does not seem bothered in the least by headline news. That will likely change soon but in the meantime we enjoy a very confident market. Despite a rather painful last day of the month, 2026 is off to a good start. richardsonwealth.com/insights/inves…

#MarketEthos: As the AI wrecking ball moves from one industry to the next on even the slightest whiff of disruption, is this an opportunity or is the market right to drop -5, -10, -20%? richardsonwealth.com/insights/marke… #RichardsonWealth #IA #Markets

With over 40 years of experience in the investment industry, Richard Herman has built his practice around connection, understanding and integrity. hermanteam.com/?lang=en_US #RichardsonWealth #WealthManagement #Ottawa

Happy Lunar New Year! In 2026 we welcome the Year of the Fire Horse, a rare and powerful combination that appears only once every 60 years.

Happy Family Day to those celebrating this long weekend! Enjoy the extra time to relax, recharge, and connect with those you call family.