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| | August 27th, 2024 — The Globe and Mail |
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| | July 4th, 2024 — The Globe and Mail |
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| | May 27, 2024 — The Globe and Mail |
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| | May 1, 2024 — The Globe and Mail |
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| | March 15, 2024 — Advisor.ca |
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| | December 29, 2023 — Financial Post |
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| | December 19, 2023 — The Globe and Mail |
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| | December 3, 2023 — Financial Post |
| | August 15, 2023 — The Globe and Mail |
| | August 12, 2023 — Financial Post |
| | 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. |
| | May 23, 2023 — The Globe and Mail |
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| | 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. |
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| | 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. |
| | 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. |
| | 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. |
| | 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. |
| | September 21, 2022 — Financial Post Better governance, oversight give reasons to remain optimistic about the future of ESG investing |
| | February 22, 2022 — Investment Executive Andrew Feindel and Kyle Richie discuss their approach and use a scenario to demonstrate its benefits |
| | January 14, 2022 — International Adviser Questions being raised about whether tech start-ups can dominate in the HNW sector |
| | May 11, 2021 — Advisor's Edge Learn how businesses did during the pandemic thanks to Kyle Richie and team |
| | January 2021 — BMO Global Asset Management Advisors Kyle Richie and Andrew Feindel reveal their secret sauce for serving Canada’s medical professionals. |
| | 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 |
| | November 8, 2018 — Markets Group |
| | 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. |
| | June 19, 2018 — Insurance Portal |
| | 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. |
| | February 2015 — IG Magazine Kyle and his team turn complexity in to clarity |
| | 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 |