Conversations on Wealth

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....

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 expr...

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 w...

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 buil...

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 th...

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-bein...

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....

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 aff...

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...

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 po...

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...

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 buil...

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, profess...

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: Th...

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 opinion...

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...

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...

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...

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 curren...

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 st...