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

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

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 &amp; 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

Maximizing the impact of your charitable giving

Conversations on Wealth is a podcast series dedicated to helping Canadians navigate the complexities of wealth through a multi-dimensional approach to planning and wealth management.

Host Sarah Widmeyer, Director of Wealth Strategies at Richardson Wealth, talks candidly with various experts, in-house and externally, asking key questions that draw useful insights on wealth-planning issues. Subjects range from multi-generational family issues to investment-related topics. These podcast conversations are intended to kickstart your own discussions – both with those close to you as well as with an Advisor – to help you protect and grow your wealth.

Education

Conversations on Wealth is a podcast series dedicated to helping Canadians navigate the complexities of wealth through a multi-dimensional approach to planning and wealth management. Host Sarah Widmeyer, Director of Wealth Strategies at Richardson Wealth, talks candidly with various experts, in-house and externally, asking key questions that draw useful insights on wealth-planning issues. Subjects range from multi-generational family issues to investment-related topics. These podcast conversations are intended to kickstart your own discussions – both with those close to you as well as with an Advisor – to help you protect and grow your wealth.

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Maximizing the impact of your charitable giving

Maximizing the impact of your charitable giving