Do your financial goals and objectives reflect your values? Purposeful planning allows you to incorporate these core beliefs into your wealth-planning decisions.

In this episode, host Sarah Widmeyer sits down with Sylvia Azoulay, Vice President of the Richardson Wealth Private Family Office to discuss proper legacy planning and effective intergenerational wealth transfer strategies.

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.

In this episode of Conversations on Wealth, Chief Investment Officer Craig Basinger identifies three areas of the markets that have changed significantly over time: technology; availability; and investor behaviour. Host Sarah Widmeyer and Craig explore how these themes have evolved and what these changes mean for you as an investor.

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.

Alternative investments provide the potential for investors to diversify their portfolio, thereby reducing overall risk.

In episode 5, Sarah Widmeyer sits down with Romain Marguet, Vice President of Alternative Investing at Richardson Wealth, to debunk common myths about alternatives, discuss opportunities around impact investing, as the segment continues to grow, and highlight some considerations for investors who are interested in adding alternatives to their portfolio.

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.

Those experiencing widowhood are often faced with a difficult balancing act: the need to be independent, to be social, and to surround yourself with trusted individuals.

In this episode of Conversations on Wealth, Sarah Widmeyer talks with Maureen Glenn, Vice President of Tax & Estate Planning at Richardson Wealth, about the importance of gaining independence in your financial situation to prepare for all eventualities as you age, including widowhood. They offer some ideas and strategies to prepare for the unexpected, so those initial urgent decisions don’t get lost in the fog.

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 is a highly emotional endeavor given it relates to our future wellbeing. The question is, can you recognize when your biases are negatively impacting your investment judgement?

In this episode of Conversations on Wealth, Sarah Widmeyer speaks with Chief Investment Officer Craig Basinger to learn about some common investment biases, what to be aware of when investing and, most importantly, what kinds of decision-making processes to avoid as an investor.

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.

Sarah Widmeyer is joined once more by Matt Del Vecchio, a Certified Professional Consultant on aging and a life-transition specialist and founder of the specialist company Lianas. Continuing their discussion on aging Canadians, Sarah and Matt emphasize the connection between health and wealth, and the importance of making key decisions earlier when you’re considering transitioning from your current home.

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.

Sarah Widmeyer sits down with special guest Matt Del Vecchio, a Certified Professional Consultant on aging and a life-transition specialist who founded specialist company Lianas, to discuss challenges faced by adult children as their parents age.

Sarah and Matt discuss some of the cognitive and physical warning signs that adult children should consider, as well as the harsh reality of caregiver stress. Listen to their tips and strategies on navigating the transition of aging parents from a family home.

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.