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VPG Bulletin
September 2021

Hello,

Several weeks ago, we were excited to share some great news for our organization that will put us in a competitive position to serve you even better.

Richardson Wealth, a wholly owned subsidiary of RF Capital Group, and Fidelity Clearing Canada entered into a strategic agreement under which Richardson Wealth will adopt Fidelity Clearing Canada’s (FCC) leading advisor technology program. This will boost Richardson Wealth’s digital transformation, and advance both companies’ ambitious growth plans.

We look forward to discussing the implications of this agreement with you should you wish, and to showing you the benefits that it represents for you, our clients.


Until next time!


Francis, Michael, Hossein and Kristopher

P.S. You can read the press release here.

 

What is the role of a liquidator?

 
The passing of a loved one is never an easy time, and dealing with the intricacies of a will can add challenges. If an individual is named as liquidator of a succession, there are a number of responsibilities they face. Although it is not required, they can call on the help of a notary or other professionals, as outlined in this article.

 

Five outings to discover forests    

Image credit: Parks Canada 

Shinrin-yoku, or “forest bathing”, is a Japanese practice that involves absorbing the atmosphere of the forest, slowly and mindfully, while calling on all of your senses. 

Read the article

 

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You can read or re-read past editions on our website. 

Click here
 

Francis Sabourin
Director, Wealth Management
Portfolio Manager
Investment Advisor
Tel.: 514.989.4844  •  Email
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Francis Sabourin
Wealth Management

1250 René-Lévesque Blvd. West
Suite 1500
Montréal, QC  H3B 4W8

www.FrancisSabourin.com


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. Richardson Wealth Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC, NB, NS, NL and PEI. Additional administrative support and policy management are provided by PPI Partners. Insurance products are not covered by the Canadian Investor Protection Fund. Richardson Wealth Limited, Member Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.
Adresse : 1250, boul. René-Lévesque Ouest Bureau 1500 Montréal (Québec) H3B 4W8 Canada