Podcast

Podcast

The evolution of wealth: women and wealth

Sarah Widmeyer and Natalie Bisset discuss how wealth management is evolving, as women prepare to control nearly half of Canadian wealth by 2026

2 minute read

Podcast

Essentials of being an executor

Have you been named as an executor of someone's will? Sarah Widmeyer chats with Brett Burke about the importance of understanding the responsibilities involved before…

2 minute read

Podcast

5 steps to deliberate practice growth

Sarah Widmeyer and Christina Clement discuss how advisors can deliberately grow their practice, focusing on incremental improvements and purposeful action.

2 minute read

Podcast

Managing a financial windfall

Receiving a windfall can come in many forms, a lottery win, an inheritance, business sale, or a real estate sale. In this episode of Conversations…

2 minute read

Podcast

When should you review your will?

Many of us think of a will as a one-and-done thing, but it’s really not. In our latest episode of Conversations on Wealth, Sarah Widmeyer,…

3 minute read

Podcast

Centres of Influence Referrals

Listen to our latest episode of Conversations on Wealth about strategies to generate Centres of Influence referrals (COIs); a goldmine to help advisors build their…

3 minute read

Podcast

How to introduce children to wealth

It can be especially tricky for families to discuss passing on wealth. We detail a number of ways to approach discussing wealth with children.

3 minute read

Podcast

Investing versus trading: navigating the emotional rollercoaster of cyclical markets

Sarah Widmeyer chats with An Nguyen in our latest podcast episode of Conversations on Wealth, about working through the emotional roller coaster of cyclical markets,…

1 minute read

Podcast

Maximizing the impact of your charitable giving

We all want our charitable giving to have an impact on the causes that mean most to us. Listen to our latest Conversations on Wealth…

1 minute read