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
Thinking about taking CPP early to avoid selling stocks at a loss? Proceed with caution
May 5, 2025 - Andrew Feindel shares that early CPP might make sense “if someone is fully invested in equities and needs immediate cash. But…
2025
How gifts, trusts and the lifelong learning plan can fund an education
May 1, 2025 - Andrew Feindel shares how he helps clients explore options beyond RESPs — from structuring gifts and trusts to using the Lifelong…
2025
Planning cash flow in advance is a comfort during a time of market volatility
April 28, 2025 - Andrew Feindel discusses how market uncertainty due to tariffs underscores the need for advisors to explain all the possible portfolio scenarios…