Эпизоды
-
In our latest episode of Conversations on Wealth, Sarah Widmeyer, SVP, Head of Wealth Strategies, chats with Natalie Bisset, SVP, Head of Corporate Development about how the wealth management landscape is evolving as women prepare to control nearly half of Canadian wealth by 2026.
Sarah and Natalie talk about how female investors want their investments to influence social change, the importance of a holistic wealth plan that considers the variable journey of a woman's life, and how careers in wealth management can allow for more autonomy for women. -
Sarah Widmeyer and Brett Burke discuss why you should carefully consider the role of executor if you’re asked, emphasizing the time, energy and skills required.
Brett shares the duties of an executor, including legal obligations, the importance of legal and tax advice, recording all transactions, digital asset management and obtaining executor liability insurance. -
Пропущенные эпизоды?
-
In our latest episode of Conversations on Wealth, Sarah Widmeyer, SVP and Head of Wealth Strategies, chats with Christina Clement, Vice President Growth and Execution about how advisors can deliberately grow their practice.
Emphasizing the need to move away from repetitive behaviors and set specific goals, Christina outlines a five-step framework of purposeful action, focusing on incremental improvements and the importance of feedback. -
Receiving a windfall can come in many forms, a lottery win, an inheritance, business sale, or a real estate sale.
In this episode of Conversations on Wealth, host Sarah Widmeyer and Ryan Knipfel, senior financial planner at Richardson Wealth talk about how important it is to have a strategic financial plan if you come into sudden money – either expectedly or unexpectedly – so you can manage your wealth wisely. -
Many of us think of a will as a one-and-done thing, but it’s really not. In our latest episode of Conversations on Wealth, Sarah Widmeyer, SVP and Head of Wealth Strategies chats about will planning with Sean Hsu, Vice President, Tax.
Sean advises that we should be reviewing our wills regularly (at least every 3-5 years) as part of managing our financial health, and addresses these questions:
- What life transitions might trigger the need to look at our will again?
- What should we be looking at when we review our will?
- What should we know when it comes to legislation changes around succession and tax laws? -
Centres of Influence referrals, or COIs, are incredibly important in generating clients who are a good fit for an advisor’s business and client base.
In our latest episode of Conversations on Wealth hosted by Sarah Widmeyer, Christina Clement, VP, Growth and Execution at Richardson Wealth explains what advisors need to do to get the referral strategy right, including:
– Take a systematic approach
– Explain your business model and how you’re different
– Understand that the process takes time, consistency, and commitment -
It’s difficult for many families to have frank discussions about money; talking about passing on wealth can be especially tricky. In the latest episode of our Conversations on Wealth podcast hosted by Sarah Widmeyer, we address the importance of discussing wealth with children early, with Sascha Isaacs Portfolio Manager at Richardson Wealth Private Family Office. Sascha shares that:
- Children develop money habits by the age of 7
- Establishing wealth objectives and philanthropic goals as a family can help cultivate a wealth stewardship mentality
- There are many tax-efficient ways for people to pass on wealth – a financial advisor can help -
Featuring An Nguyen, Vice President, Investment Services, listen to our latest podcast episode of Conversations on Wealth as we address why navigating the emotional roller coaster of investing is easier said than done.
We dive into why it's so important to stay invested, what that looks like, and how an advisor can help work through these market cycles. -
In our latest episode of Conversations on Wealth, host Sarah Widmeyer, SVP, Head of Wealth Strategies talks philanthropy and the importance of strategic giving with Sylvia Azoulay, VP, Tax & Estate Planning.
We talk about:
- Getting started on a personal or family giving strategy
- How donating a life insurance policy works
-The difference between donor advised funds and private foundations -
Sarah Widmeyer speaks with Sean Hsu about tax considerations and strategies when moving out of Canada.
We talk about residency and tax obligations and understanding how to use Canadian registered accounts as part of your tax strategies for maximum benefit. -
We're revisiting one of our most popular episodes of Conversations of Wealth, where Sean Hsu answers the question to "why should we care about tax management as part of a holistic wealth plan?"
"It's not just limited to March and April when you have to file your returns, and it's not limited to just a month of December, where you usually see a sporadic rise of people doing last minute planning. And the reason why it's important to think about taxes, because simply put, it's a cost of wealth at all stages." -
Many clients have had a less than favorable experience with insurance. Sarah Widmeyer chats with Jeff Fray, VP, Insurance Services, on how to make sure clients are set up appropriately, with insurance solutions as part of their overall wealth plan.
-
Whether you're an advisor ready to retire and pass the business on to a successor or a new advisor looking to take on a new book of business, ensuring shared qualities like trust, compatibility, and intention is crucial for a business that's built on long- term relationships.
The opinions expressed are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Past performance may not be repeated. Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license. -
In this episode of ‘Conversations on Wealth’, podcast host Sarah Widmeyer chats with Jason Middleton, Estate & Insurance Advisor about how an advisor can make sure clients are set up appropriately with insurance products as part of their overall wealth plan.
"With permanent insurance, as you're building up equity or value, kind of like building up equity value in your home: it's accessible … It's just like a non-registered account you'd have at Richardson Wealth, it just happens to be housed inside the insurance policy … That's what gives it its tax exempt nature."
The opinions expressed are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Past performance may not be repeated. Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license. -
Our goal is to offer the best experience and tools to our advisors and their clients through innovation and service excellence. That means reducing the administrative burden for advisors and their teams, and continuing the innovation journey ahead.
The opinions expressed are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Past performance may not be repeated. Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license. -
Despite the perks, the transition to retirement living isn’t always easy, especially when loved ones are resistant to the change. In this episode of ‘Conversations on Wealth’, host Sarah Widmeyer speaks with Matt Del Vecchio, founder of Lianas, and a life-transition specialist about the best approach to move your loved one to a retirement residence.
The opinions expressed are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Past performance may not be repeated. Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license. -
In this episode of ‘Conversations on Wealth’, host Sarah Widmeyer speaks with Scott Stennett, SVP & Chief Operating Officer at Richardson Wealth about cybersecurity and the importance of taking significant security measures to protect your finances from cyber threats as our lives move more and more online.
The opinions expressed are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Past performance may not be repeated. Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license. -
In this episode of ‘Conversations on Wealth’, host Sarah Widmeyer speaks with Matt Del Vecchio, founder of Lianas, and a life-transition specialist about the challenges adult children face when helping their aging parents transition from their home to a retirement residence.
The opinions expressed are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Past performance may not be repeated. Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license. -
In this episode of Conversations on Wealth, host Sarah Widmeyer speaks with author and social worker Dr. Amy D'Aprix, who has been providing practical and professionally informed guidance on life transitions to individuals for over 30 years. Dr. Amy frames retirement as a multi-chapter journey and suggests thinking about what gives your life purpose, meaning and connection now, while looking ahead.
The opinions expressed are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Past performance may not be repeated. Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license. -
In this episode, Sarah Widmeyer speaks with John Warrillow, founder of the Value Builder System and author of a trilogy of books for business owners, about successful entrepreneurs and the factors that can lead to a smooth and lucrative exit.
The opinions expressed are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Past performance may not be repeated. Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license. - Показать больше
