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
RF Capital reports second quarter 2025 results
RF Capital Group Inc. reports revenue of $89.3 million in the second quarter of 2025.
2025
Does the return on cottage memories outweigh the return on investment?
July 30, 2025 - Rebecca Broadley explores the emotional and financial considerations of cottage ownership – from hidden costs and portfolio impact to lifestyle alignment…
2025
Quebec’s iA Financial scoops up independent wealth manager RF Capital
July 28, 2025 - Dave Kelly: iA will allow the company to “unlock powerful opportunities across technology, product innovation, and operational scale — enhancing the…