Wealth strategies
Podcast
Richardson Wealth’s podcast series, Conversations on Wealth.
Host Sarah Widmeyer, SVP, Head of Wealth Strategies, covers topics ranging from wealth planning to investment strategies and life transitions with some of our firm’s leading experts.
Podcast
Willing Wisdom
Sarah Widmeyer speaks with Tom Deans, an intergenerational wealth expert, about the importance of completing a will and engaging with your family in the process…
Podcast
Women and Brain Wealth
Sarah Widmeyer speaks with Dr. Nasreen Khatri about the importance of brain health particularly during a pandemic, and how brain health is directly connected to…
Podcast
Illiquidity Premium And Private Asset Classes
Sarah Widmeyer speaks with Richardson Wealth's Romain Marguet, VP, Alternative Investments about how investing in alternative asset classes such as real estate, private debt and…
Podcast
Financial goal setting
Sarah Widmeyer speaks with two members of the Richardson Wealth Tax & Estate Planning team; Maureen Glenn and Pascal Alonzo about the importance of financial…
Podcast
Benefits Of Working With A Portfolio Manager
Sarah Widmeyer speaks with Valerie Wowryk, Marc Dalpé, and Rob Panes about the benefits of working with a portfolio manager.
Podcast
Tax Strategies For Snowbirds
Sarah Widmeyer speaks with Sean Hsu, Senior Tax Specialist at Richardson Wealth about Canadian snowbirds and their U.S. tax obligations.
Podcast
Empowering People Through Life’s Transitions
Sarah Widmeyer speaks with Dr. Amy D'Aprix, author of “Empowering people through life's transitions”
Podcast
Transitioning a family business
Sarah Widmeyer speaks with Tom Dean, discussing the importance of talking openly and honestly about selling a family business.
Podcast
Women Redefining Wealth Management
Sarah Widmeyer hosts a panel discussion on how women are redefining wealth with Alexandra Horwood, Ida Khajadourian and Kathy McMillan.