How better prospecting can lead to stronger client relationships
The Globe and Mail (July 6, 2026)
Ensuring a Strong Financial Legacy
Spur Magazine (Winter 2025)
A roadmap for engaging clients’ children and managing intergenerational wealth
The Globe and Mail (November 17, 2025)
Blended families pose unique challenges when estate planning
Financial Post (July 23, 2025)
What advisors need to know before adopting SMAs and UMAs
The Globe and Mail (July 21, 2025)
Legacy giving has long been a passion and focus for Susan.
It's a way for her to guarantee she is leaving the world a better place for our children, grandchildren, and generations to come.
Calgary Herald (May 15, 2024)
Tips for helping couples set aside secret spending in favour of total transparency
Globe and Mail (February 15, 2024)
Expertise on the Registered Disability Savings Plan to ensure Canadians are not ‘leaving money on the table’.
Financial Post (May 25, 2023)
How to share values and wealth with grandchildren effectively
The Globe and Mail (June 22, 2022)
The United Way of Calgary's Honour Roll
United Way (2023)
Richardson Wealth sets target for half of its advisers to be female within five years
The Globe and Mail (December 28, 2021)