Richardson Wealth - Ephtimios MacNeil Wealth Management Group

Hi !

As a reminder, we are now an expanded team: MVE Wealth.

And we're as committed in 2026 to serving our clients and community as ever.

If you haven’t already, head over to our new page to stay connected and get the latest updates, insights, and more: https://www.facebook.com/profile.php?id=61575698885749

We look forward to continuing to grow with you — here's to a new year full of possibility and connection!

Hi ! We are excited to introduce our new page for our newly expanded team - MVE Wealth!

Thank you to everyone who has supported us on this journey — we’re grateful for your trust and encouragement.

If you haven’t already, please take a moment to like and follow our page to stay connected and get the latest updates, insights, and more: https://www.facebook.com/profile.php?id=61575698885749

We look forward to continuing to grow with you — thank you for being part of our community! 💙

Lynn had the pleasure of being interviewed in The Globe and Mail to talk about The Sandwich Generation - their unique challenges and how to best navigate this season of life.

Read, like, share!

Financial planning for the sandwich generation - Richardson Wealth Lynn MacNeil & Diana Orlic stress setting clear boundaries around time and money for women in the sandwich generation. Learn their expert tips.

Shout out to the Sandwich Generation: women ages 35 to 54 years old who are juggling the needs of aging parents and children - who are staying home longer than ever before.

We see you. We ARE you.

In Partnership with The Globe and Mail and sponsored by Richardson Wealth, a FREE round-table event is being hosted on September 26, 2024 at 12:30 PM ET to discuss the challenges of being 'sandwiched' - and how to make the best of this unique experience.

Register now!
https://globeandmailevents.com/balancingactrw/tgamli

Feeling stretched between caregiving and your financial future? We get it.

You still have time to join Balancing Act: Financial Planning for Women in the Sandwich Generation, a free virtual event by The Globe and Mail and sponsored by Richardson Wealth.

Thursday, September 26, 2024
12:30 PM ET

Get expert advice and practical tips to help balance caregiving responsibilities and financial planning. Don’t miss out!

Register now!
https://globeandmailevents.com/balancingactrw/tgamli

Generational Wealth transfer: a growing concern for many Montrealers. So how do you navigate the complexities and set you - and your family - up for success? Read Lynn’s article below to find out.

Inheritance Dynamics: Preparing for the Wealth Handover
“Planning how to transfer money to your (often your kids), has become complex.”
Richardson Wealth - Ephtimios MacNeil Wealth Management Group
https://wp.me/p4jJoz-g67

Your children may have the income to cover the cost of mortgage payments & home upkeep, but more parents are giving their kids financial gifts for a down payment in today's housing market.

Should you?

https://ow.ly/owIB30sChek

Should you help your adult child buy a house? As the cost of home ownership continues to rise in Canada, many adult children are turning to their parents for financial assistance to purchase their first home.

Spring has sprung - and new life is all around us!

Whether it’s through birth, adoption or surrogacy, deciding to have a child is one of the biggest life decisions you’ll ever make. The rewards are undeniable – but so are the costs. Prepare your finances with our checklist.

https://ow.ly/99PB30sAYRK

Financial tips for new parents - Richardson Wealth Whether it’s through birth, adoption or surrogacy, deciding to have a child is one of the biggest life decisions you’ll ever make. The rewards are undeniable – but so are the costs. Prepare your finances with our checklist.

This year’s International Women’s Day theme, ‘Inspire Inclusion’, reminds us that when women support other women, they create a collective power that helps overcome barriers and drive inclusion. As a team that is passionate about supporting female entrepreneurs and professional women, this message hits home.

https://ow.ly/Mkh830sAyQ2

Women supporting women - Why having a strong support network is so important This year’s International Women’s Day theme, ‘Inspire Inclusion’, reminds us that when women support other women, they create a collective power that helps overcome barriers and drive inclusion.

'Tis the season of love - and taxes. As it's a Leap Year, don't forget to get your RRSP contributions in before February 29th!

https://ow.ly/1r8p30szXUf

With some estimates showing that 70% of wealthy families will lose wealth by the second generation, and 90% will lose it by the third, what can creating a strong wealth transfer plan look like?

https://ow.ly/3qjI30sziNl

Preparing the next generation for wealth How to introduce children to the family wealth picture

As more Montrealers are aiming to make the most of their hard-earned money, High-Interest Savings Accounts (HISA) are an increasingly useful tool - but not all HISAs are created equal.

Read on to find out why you should be parking your money in a HISA - and what kind of interest rates you should be expecting.

https://themontrealeronline.com/2023/12/high-interest-savings-accounts-theyre-not-all-created-equal/