Conversations on Wealth

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.

"There are many investment merits to fine wine, and an obvious one is it's a great portfolio diversifier. The investment attributes are very low correlations to stocks and bonds, very low volatility."

Sarah Widmeyer chats with Atul Tiwari in the first of a two-part conversation about fine wine investment, its proven track record, and how this relatively new asset class compares to traditional markets.

Please note that this investment is for accredited investors only. Please consult with your advisor to determine if this type of strategy is appropriate for you.

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.