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.

Why Work For An Independent Wealth Management Firm

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.

Share Why Work For An Independent Wealth Management Firm

Sign up to save your podcasts

Why Work For An Independent Wealth Management Firm

Why Work For An Independent Wealth Management Firm