Cents vs Sense: Considerations for Intergenerational Wealth Management

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.

Related articles

2025

How the sandwich generation can ensure a secure future across generations

September 3, 2025 - Susan Daley shares how open conversations and early planning can help the “sandwich generation” navigate this challenging life stage.

1 minute read

2025

Your Retirement Paycheque: Building Stability in a Volatile World

Lynn MacNeil discusses investment strategies for clients who are transitioning into retirement, navigating volatility while building flexibility into investment plans.

1 minute read

2025

RF Capital reports second quarter 2025 results

RF Capital Group Inc. reports revenue of $89.3 million in the second quarter of 2025.

1 minute read