Podcast

Podcast

Purposeful Planning

Sarah Widmeyer sits with Sylvia Azoulay, VP to discuss proper legacy planning and effective intergenerational wealth transfer strategies.

1 minute read

Podcast

Change: A constant in the markets

Sarah Widmeyer and Craig Basinger identify 3 areas of the markets that have changed: technology; availability; and investor behaviour.

1 minute read

Podcast

Alternative Investments

Sarah Widmeyer chats with Romain Marguet, VP of Alternative Investing, discussing alternative investments and impact investing opportunities.

1 minute read

Podcast

Widowhood

Sarah Widmeyer talks with Maureen Glenn, VP of Tax & Estate Planning, about the importance of gaining financial independence for widowhood.

1 minute read

Podcast

Behavioural Finance

Sarah Widmeyer speaks with Chief Investment Officer Craig Basinger to learn about some common investment biases.

1 minute read

Podcast

Perspectives on aging: Part 2

Sarah Widmeyer is joined once more by Matt Del Vecchio, emphasizing the connection between health and wealth, and making key decisions.

1 minute read

Podcast

Perspectives on aging: Part 1

Sarah Widmeyer sits down with special guest Matt Del Vecchio to discuss challenges faced by adult children as their parents age.

1 minute read