Conversations on Wealth

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.

In this episode of ‘Conversations on Wealth’, host Sarah Widmeyer speaks with three Richardson Wealth Advisors; Joanne Lee, Anna Greig, and François Normandeau about joining an independent wealth management firm, and why it can be beneficial for an advisor and their team.

In this episode of ‘Conversations on Wealth’, host Sarah Widmeyer speaks with Tom Deans, an intergenerational wealth expert, about the importance of completing a will and engaging with your family in the process to take the fear out of writing it.

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 Dr. Nasreen Khatri about the importance of brain health particularly during a pandemic, and how brain health is directly connected to brain wealth.

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 Richardson Wealth's Romain Marguet, VP, Alternative Investments about how investing in alternative asset classes such as real estate, private debt and private equity can provide illiquidity premium opportunities and add value to your portfolio.

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 two members of the Richardson Wealth Tax & Estate Planning team; Maureen Glenn and Pascal Alonzo about the importance of financial goal setting. To prepare for retirement, it's crucial to understand how to meet your financial goals.

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 three Richardson Wealth Advisors; Valerie Wowryk, Marc Dalpé, and Rob Panes about the benefits of working with a portfolio manager. This is a great opportunity to understand why it's paramount to understand your client and have a strategy that fulfills their current and future goals.

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 Sean Hsu, Senior Tax Specialist at Richardson Wealth about Canadian snowbirds and their U.S. tax obligations. Sean shares that if you spend extended periods of time living in the United States, it’s important to keep track of your days there. That’s because over a certain number of days, you will be required to pay U.S. taxes, even if you’re not an American citizen. But there are several ways that you can overcome your deemed residency under what’s called the Substantial Presence Test.

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 Dr. Amy D'Aprix, author of “Empowering people through life's transitions”. Dr. Amy explains how planning for both financial and life milestones can help us create resilience and prevent crisis during life transitions. To transition smoothly and thrive, we must be proactive and build our resiliency muscle.

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 Tom Dean, author of “Every Family’s Business”. Tom stresses that it is impossible to separate family and business and addresses the importance of talking openly and honestly about when and to whom the business will be sold. Whether you plan to transition it to the next generation, to a key employee or a competitor, it’s important to build your business with the end in mind and talk openly and honestly with your family about your plans.

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.