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
A roadmap for engaging clients’ children and managing intergenerational wealth
November 17, 2025 - Susan O'Brien emphasizes the value of relationships and intergenerational planning for clients and their children while roadmapping for financial success.
2025
Women entrepreneurs, wealth, and the value of advice
October 10, 2025 - Turning a dream of entrepreneurship into reality helps many women take control of their careers, but it also means navigating complex…
2025
How one advisor weaves volatility offsets into client portfolios
October 7, 2025 - Francis Sabourin shares how he is adding a third wheel to his traditional mix of bonds and equities bicycle – made…