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Richie Feindel Wealth Management in the Media


How owning insurance in a corporation can address changes to the capital gains inclusion rate

July 4th, 2024 — The Globe and Mail



Three big mistakes advisors make when integrating alternative assets into client portfolios

May 27, 2024 — The Globe and Mail



Capital-gains tax hike will lead to ‘fairness for every generation’? Really?

May 1, 2024 — The Globe and Mail




When clients ignore your out-of-office message

March 15, 2024 —




Rate cuts are coming, but Canadian investors should also be eyeing banks and oil

December 29, 2023 — Financial Post



New art index hopes to create demand for investing in these collectible assets

December 19, 2023 — The Globe and Mail




Solving home bias when investing isn't simple, but there are strategies to overcome it

December 3, 2023 — Financial Post



How portfolio managers are gearing up for a bounceback in bonds

August 15, 2023 — The Globe and Mail



Why solving home bias in investing is more complicated than it sounds

August 12, 2023 — Financial Post



Investors turn to a variety of investment products in search of higher yield and income

June 6, 2023 — The Globe and Mail

Andrew Feindel is featured in the Globe and Mail discussing his approach to generating returns for his clients.


RRSP season investment fund flows falter to weakest level since 2009 as investors opt for cash

May 23, 2023 — The Globe and Mail




New insurance sales rules will create “happier” clients

May 8, 2023 — Investment Executive

New regulations regarding total cost reporting for segregated funds, the banning of deferred sales charges (DSCs) and a potential chargeback ban could be cramping the sales style of some insurance agents. But ultimately, those changes are good for the industry, say insurance sales professionals.



Federal budget measures put surplus stripping at risk

April 10, 2023 — Wealth Professional

With the new raft of tax measures unveiled in the federal budget, Canadian business owners and incorporated professionals may be seeing the end of a strategy to lessen the tax bite from taking large amounts of cash out of their private corporations.


Helping business owners weigh the salary vs dividend dilemma

March 6, 2023 — Wealth Professional

Andrew Feindel and Kyle Richie are featured in an article with Wealth Professional. They had the opportunity to weigh-in on whether business owners should take a salary or a dividend payout. Read the article to learn what they have to say.


How to manage RRIF withdrawals tax-efficiently to avoid ‘a hefty penalty’

February 13, 2023 — The Globe and Mail

Andrew Feindel is featured in the Globe and Mail sharing tips on how to manage your RRIF withdrawal tax-efficiently to avoid penalties.


Five steps to help clients when they lose their job

February 2, 2023 — The Globe and Mail

Andrew Feindel is featured in the Globe and Mail sharing tips on what Advisors should do for their clients if they ever find themselves in a job loss situation.


Andrew Feindel writes an article on ESG investing in the Financial Post

September 21, 2022 — Financial Post

Better governance, oversight give reasons to remain optimistic about the future of ESG investing


Combining public and private, and active and passive, can expand opportunities

February 22, 2022 — Investment Executive

Andrew Feindel and Kyle Richie discuss their approach and use a scenario to demonstrate its benefits


Robo vs Financial advice — Battle of the Canadian Wealth Market

January 14, 2022 — International Adviser

Questions being raised about whether tech start-ups can dominate in the HNW sector


Financial planning through the pandemic

May 11, 2021 — Advisor's Edge

Learn how businesses did during the pandemic thanks to Kyle Richie and team


Two advisors, one winning prescription

January 2021 — BMO Global Asset Management

Advisors Kyle Richie and Andrew Feindel reveal their secret sauce for serving Canada’s medical professionals.


Giving professionals the guidance they deserve

November 2, 2020 — Wealth Professional

Behind one independent wealth team's 20-year focus on medical professionals, and how they're giving back with a new book


Kyle Richie, guest panelist at the Private Wealth Canada Forum in Toronto

November 8, 2018 — Markets Group


To do better, think better

September 25, 2018 — Insurance Portal

Most financial advisors treat their clients well. Too bad they don’t give as much care to how they run their own firms, the Canada Sales Congress (CSC) was told.


Kyle Richie keynote speaker at the Canadian Sales Congress

June 19, 2018 — Insurance Portal


How Liberals can add ‘fairness’ to proposed tax changes

September 28, 2017 — The Globe and Mail

Since the federal government first unveiled its prospective changes to small-business taxation, it has remained unwavering in its commitment to "tax fairness" and a desire to expand Canada's middle class — a line it has been touting since the 2015 election campaign. But when you work with clients who will be affected by the proposals, what you see is a government that has decided to draw a bull's-eye around a tax regime that was designed to spur the small-business sector.


Embracing the details to capture a niche market

February 2015 — IG Magazine

Kyle and his team turn complexity in to clarity


Young Money: Go ahead, travel — it’s good for your career!

July 1, 2013 — Financial Post

With income for young people shrinking, is the dream of travelling worth the expense? Experts say it is not only doable with some planning, but it will enrich your career options