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
No partner, no problem: Building wealth when you’re doing it alone
June 9, 2025 - Sascha Isaacs shares practical steps to help women navigate key challenges like budgeting, investing, retirement planning, and building financial confidence.
2025
Financial considerations when giving and receiving an early inheritance
June 11, 2025 - Alexandra Horwood outlines how a gradual approach to early inheritance, along with structures like annuities or trusts, can offer clarity and…
2025
As Good as Gold: Investing in Gold Amid Market Uncertainty
May 27, 2025. Joelle Hall explores three reasons investors consider gold: as a hedge, a safe-haven, or a direct investment.