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Richardson Wealth - SEKO Wealth Advisors
The Independent Source

April 2025 

Pricing in the unknown

At no point in history that we can remember has the U.S. president been squarely responsible for a one-day stock market loss to this degree. The S&P 500 fell nearly 5% after “Liberation Day.” To investors, it was really obliteration day. There were no broader factors impacting the move. No carry trade, no pandemic, no financial crisis. Just presidential actions to reshape America to his vision. The sell-off continued on Friday, with the S&P 500 finishing the week down 9.08%.

Read the full report by Richardson Wealth here.


Ranked: The happiest countries in The World

This infographic ranks the 10 happiest countries from 2019–2024, based on happiness scores from the World Happiness Report.  

The World Happiness Report is an annual publication that ranks global happiness based on life evaluations, social support, freedom, GDP per capita, and other well-being indicators, using data from the Gallup World Poll and additional sources.


Life insurance vs Mortgage insurance – what’s the big difference?

If you're considering mortgage life insurance versus traditional life insurance, there are key differences to keep in mind. Mortgage insurance, sold by financial institutions, covers only your mortgage and decreases over time. It’s non-transferable and can’t be used for other expenses. Traditional life insurance offers broader coverage for various needs, including your mortgage, and premiums stay the same. Please feel free to share this article comparing the two options with anyone you know for whom this may be relevant.

As always, should you have any questions about our insurance services, please don't hesitate to reach out to us.


Saving and uploading documents with MyRichardsonWealth

Please see this guide for pulling both tax statements and other documents from the portal. We have outlined a visual step by step guide for this in this video.

Tyler Steele BA, CFA®, FEA
Senior Portfolio Manager, Senior Investment Advisor
Tel.: 604.640.0554 • Email
 

Neil Kumar CIM®, FEA
Senior Portfolio Manager, Senior Investment Advisor
Tel.: 604.640.0406 • Email
 

Jessica Dewey BA
Associate
Tel.: 604.640.0405 • Email 
 

Brenda Geib BA, PFP
Associate
Tel.: 604.640.0559 • Email
 

Heather Meehan
Assistant
Email
 

Jaideep Sandhu CFA®
Portfolio Analytics Associate
Tel.: 604.640.0254  •  Email
 

Amelia Wigan B.Sc.
Assistant, Team Coordinator
Tel.: 604.640.0209 • Email

Tim Engelbert CIM, B.Sc.
Senior Portfolio Manager, Senior Investment Advisor
Tel.: 604.640.0317  •  Email
 

Rory O'Connor CIM
Senior Portfolio Manager, Senior Investment Advisor
Tel.: 604.640.0315  •  Email
 

Maryam Fejvai
Associate
Tel.: 604.640.0556 • Email
 

Jackson Kern
Associate
Tel.: 604.678.6583 • Email 
 

Danielle O'Neill PFP
Associate Investment Advisor
Tel.: 604.640.0309  •  Email
 

Jennica Vegelahn
Associate
Tel.: 604.640.0319  •  Email

 
Serina Girdherlal
Associate
Tel.: 604.640.0236  •  Email

The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results. Insurance services are offered through Richardson Wealth Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC, NB, NS, PEI and NL. Richardson Wealth is a trademark of James Richardson & Sons Limited, used under license.

Address: Guinness Tower, 1055 West Hastings Street, Suite 2200 Vancouver BC V6E 2E9 Canada