Conversations on Wealth

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.

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.