Ottawa Business Journal
January 27, 2025
Joelle Hall, Wealth Advisor at Richardson Wealth, discusses several considerations for intergenerational wealth management, especially in buying real estate for children.
She highlights the potential tax implications of gifting property, suggesting ‘demand loans’, and clear agreements to mitigate risks, and preserve family harmony and financial stability.
2025
For young investors looking for bond exposure, it’s best to keep it simple: experts
April 8, 2025 - Diana Orlic explains that her first step with younger clients is to educate them about the bond market and the role…
2025
Finding a Trustworthy Financial Advisor: What You Need to Know
April 7, 2025 - Lynn MacNeil shares what credentials to look for from independent advisors in all stages of your wealth management.
2025
Understanding the psychology of investing matters more than ever
April 2, 2025 - Tim Conlin explores how understanding the psychology of investing can help investors resist emotional reactions and stay focused on long-term goals.