Wealth strategies
Podcast
Podcast
Purposeful Planning
Sarah Widmeyer sits with Sylvia Azoulay, VP to discuss proper legacy planning and effective intergenerational wealth transfer strategies.
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.
Podcast
Alternative Investments
Sarah Widmeyer chats with Romain Marguet, VP of Alternative Investing, discussing alternative investments and impact investing opportunities.
Podcast
Widowhood
Sarah Widmeyer talks with Maureen Glenn, VP of Tax & Estate Planning, about the importance of gaining financial independence for widowhood.
Podcast
Behavioural Finance
Sarah Widmeyer speaks with Chief Investment Officer Craig Basinger to learn about some common investment biases.
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.
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.