From liability to asset: Tapping the potential of insurance to maximize wealth

Financial Post
August 18, 2024.

Insurance is often seen as just a safety net, but it’s so much more. Joelle Hall, Portfolio Manager, Wealth Advisor at Richardson Wealth shares that whether you’re a business owner or a professional, incorporating insurance into your financial plan can help you optimize taxes, protect your assets, and grow your wealth.

Related articles

2024

Is climate change putting the real estate component of financial plans at risk?

January 2, 2025 - Andrew Feindel discusses how climate change is threatening real estate – the largest component of many Canadians’ nest eggs.

1 minute read

2024

Financial implications to consider before making a career change

January 5 2025 - Lynn MacNeil shares how a clear wealth plan can help you navigate income changes and stay on track for long-term goals.

1 minute read

2024

What about the First Home Savings Account?

November 20, 2024 - Joelle Hall outlines the perks of a First Home Savings Account (FHSA) and why you may want to open one before…

1 minute read