The value of wealth advice
Sarah talks to Mike Ankers, outlining the importance of clients making expectations known, asking questions and demanding accountability.
Sarah Widmeyer and Sean Hsu, a Senior Tax Specialist, talks about comprehensive planning, active management and tax strategy regular reviews.
Changing how we think about retirement
Sarah Widmeyer chats with Maureen Glenn, VP of Tax & Estate Planning, noting strategies for ensuring adequate sources of retirement income.
The investment philosophy
Jamie and Sarah Widmeyer break down financial jargon to discuss the “investment pyramid,” which lays the groundwork for building a portfolio.
Insurance: Trust the Process
Sarah Widmeyer and Jeff Fray, VP of Insurance at Richardson Wealth, discuss how Insurance can be used as a tool for creating wealth.
Sarah Widmeyer sits with Sylvia Azoulay, VP to discuss proper legacy planning and effective intergenerational wealth transfer strategies.
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.
Sarah Widmeyer chats with Romain Marguet, VP of Alternative Investing, discussing alternative investments and impact investing opportunities.
Sarah Widmeyer talks with Maureen Glenn, VP of Tax & Estate Planning, about the importance of gaining financial independence for widowhood.