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.
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Can you invest your time and money in a mid-career gap and still be financially secure?
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