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