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

Podcast

Tax considerations and strategies when moving out of Canada

Planning to live outside of Canada? Listen in as we talk residency and tax obligations, departure tax, and why you should revisit your estate plan.

1 minute read

Podcast

Tax strategies

We’re revisiting one of our most popular episodes of Conversations of Wealth, where Sean Hsu answers the question to “why should we care about tax…

2 minute read

Podcast

Wealth management includes insurance

Many clients have had a less than favorable experience with insurance. Sarah Widmeyer chats with Jeff Fray, VP, Insurance Services, on how to make sure…

1 minute read