Conversations on Wealth

As a business leader, emphasizing and adding value to your company is key to its strength, profitability and ultimate success. Building and strengthening your value drivers will keep your business from becoming stagnant. 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 the key drivers to build, accelerate and harvest the value of your company.

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.

The conversation around wealth for women has prompted many Richardson Wealth Advisors to adapt to changing goals and expectations. Overall, more women are demanding a greater involvement in these conversations and can benefit from a partnership with an Advisor that can better support their needs.

In this episode, Sarah Widmeyer hosts a panel discussion about how women are redefining wealth with three incredible Richardson Wealth Investment Advisors: Alexandra Horwood, Ida Khajadourian and Kathy McMillan.

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, Director of Wealth Strategies at Richardson Wealth, sits down with Dr. Nasreen Khatri, an award-winning registered clinical psychologist, gerontologist, neuroscientist and educator to talk about how the pandemic has heightened and exacerbated concerns around mental health. They also discuss ways to optimize brain health and well-being now and into the future.

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.

The 2020s have started off unlike any other decade. With that in mind, what should you as an investor focus on to ensure long-term success?

In the first episode of season 2, host Sarah Widmeyer, Director, Wealth Strategies sits down with Craig Basinger, Chief Investment Officer at Richardson Wealth to discuss how key shifts in investment landscape could impact your portfolio for the decade 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.

Sarah Widmeyer, Director, Wealth Strategies, and Scott Stennett, COO & Director, Operations & IT, discuss how Richardson Wealth keeps clients safe from online risks, and what precautions clients can take.

Disclaimer:

The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results.

Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.

The value of trustworthy wealth advice has become even more important as uncertainty and volatility continue to dominate the landscape. But how do you know if you’re getting the best advice available?

In this episode, Sarah Widmeyer, Director of Wealth Strategies talks to Mike Ankers, Richardson Wealth’s Director of National Sales, who shares personal stories and outlines the importance of clients making their expectations known, asking lots of questions and demanding accountability.

Disclaimer:

The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results.

Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.

Thinking about taxes? Effective tax planning should be an ongoing process, rather than a last-minute response at select periods of the year.

In this episode, host Sarah Widmeyer and Sean Hsu, a Senior Tax Specialist at Richardson Wealth, make the case for comprehensive planning, active management and regular reviews of your tax strategy. Listen here for helpful insight that can help you avoid a potentially large depletion of your wealth.

Disclaimer:

The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results.

Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.

What does retirement mean to you? For some, it’s travelling or spending more time with family, while others believe semi-retirement, or a gradual transition from work, best suits them.

In this episode, host Sarah Widmeyer speaks with Maureen Glenn, Vice President of Tax & Estate Planning, highlighting strategies to ensure you maintain adequate sources of income during retirement. It’s vital to be prepared for this phase – financially and otherwise – so that you continue to enjoy your life, no matter what your definition of retirement is.

Disclaimer:

The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results.

Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.

Investing involves more than the often complicated math used to measure outcomes. It all starts with your unique goals – both personal and financial, according to Jamie Price, Director, Capital Markets and Investment Products at Richardson Wealth. In our latest episode, Jamie and host Sarah Widmeyer break down financial jargon to discuss the “investment pyramid,” which lays the groundwork for building a portfolio based on your objectives. Listen now to learn how this tool can help you reach your goals.

Disclaimer:

The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results.

Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.

Are you aware of the role that insurance can play in your wealth plan? In this episode of Conversations on Wealth, Sarah Widmeyer, Director, Wealth Strategies, and Jeff Fray, Vice President of Insurance at Richardson Wealth, discuss how Insurance can be used as a tool for creating wealth, transferring assets and developing cost effective, tax-efficient solutions to support business owners, professionals throughout their career, and philanthropic initiatives.

Disclaimer:

The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results.

Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.