Conversations on wealth

Conversations on Wealth is a podcast series dedicated to helping Canadians navigate the complexities of wealth through a multi-dimensional approach to planning and wealth management.

Host Sarah Widmeyer, Director of Wealth Strategies at Richardson GMP, talks candidly with various experts, in-house and externally, asking key questions that draw useful insights on wealth-planning issues. Subjects range from multi-generational family issues to investment-related topics. These topics are intended to educate and inspire you to kickstart your own conversations with those close to you. We also encourage you to reach out to us with any questions.

Conversations on Wealth is available wherever you get your podcasts.

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Insurance: Trust the process

Are you aware of the role that insurance can play in your wealth plan? In this episode of Conversations on Wealth, Sarah Widmeyer, Director, Wealth Strategies, and Jeff Fray, Vice President of Insurance at Richardson GMP, discuss how Insurance can be used as a tool for creating wealth, transferring assets and developing cost effective, tax-efficient solutions to support business owners, professionals throughout their career, and philanthropic initiatives.
 

 

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Purposeful planning

Do your financial goals and objectives reflect your values? Purposeful planning allows you to incorporate these core beliefs into your wealth-planning decisions.

In this episode, host Sarah Widmeyer, who leads Richardson GMP’s Wealth Strategies, sits down with Sylvia Azoulay, Vice President of the Richardson GMP Private Family Office to discuss proper legacy planning and effective intergenerational wealth transfer strategies.
 

 

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Change: A constant in the markets

In this episode of Conversations on Wealth, Chief Investment Officer Craig Basinger identifies three areas of the markets that have changed significantly over time: technology; availability; and investor behaviour. Host Sarah Widmeyer and Craig explore how these themes have evolved and what these changes mean for you as an investor.
 

 

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Alternative investments

Alternative investments provide the potential for investors to diversify their portfolio, thereby reducing overall risk.

In this episode, Sarah Widmeyer sits down with Romain Marguet, Vice President of Alternative Investing at Richardson GMP, to debunk common myths about alternatives, discuss opportunities around impact investing, as the segment continues to grow, and highlight some considerations for investors who are interested in adding alternatives to their portfolio.
 

 

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Widowhood

Those experiencing widowhood are often faced with a difficult balancing act: the need to be independent, to be social, and to surround yourself with trusted individuals.

In this episode of Conversations on Wealth, Sarah Widmeyer talks with Maureen Glenn, Vice President of Tax & Estate Planning at Richardson GMP, about the importance of gaining independence in your financial situation to prepare for all eventualities as you age, including widowhood. They offer some ideas and strategies to prepare for the unexpected, so those initial urgent decisions don’t get lost in the fog.
 

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Behavioural Finance

Investing is a highly emotional endeavor given it relates to our future wellbeing. The question is, can you recognize when your biases are negatively impacting your investment judgement?

In this episode of Conversations on Wealth, Sarah Widmeyer speaks with Chief Investment Officer Craig Basinger to learn about some common investment biases, what to be aware of when investing and, most importantly, what kinds of decision-making processes to avoid as an investor.
 

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Perspectives on aging – Part 2

Sarah Widmeyer is joined once more by Matt Del Vecchio, a Certified Professional Consultant on aging and a life-transition specialist who founded the company Lianas. Continuing their discussion on aging Canadians, Sarah and Matt emphasize the connection between health and wealth, and the importance of making key decisions earlier when you’re considering transitioning from your current home.
 

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Perspectives on aging – Part 1

Sarah Widmeyer sits down with guest Matt Del Vecchio, a Certified Professional Consultant on Aging and a life-transition specialist who founded the company Lianas.

Sarah and Matt discuss challenges faced by adult children, in particular, some of the cognitive and physical warning signs that adult children should consider, as well as the harsh reality of caregiver stress. Listen to their tips and strategies on navigating the transition of aging parents from a family home.
 

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