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.

 

Episode 3

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 Episode 3 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.
 

Transcript

 


Episode 2

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.
 

Transcript

 


Episode 1

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.
 

Transcript

A relationship based on trust, integrity and experience

Our Expertise

We are portfolio managers and wealth advisors serving High Net Worth Canadians and their families with a focus on Doctors, Dentist, Architects, Engineers and Accountants. With over 40 years of experience we dedicate ourselves to creating, protecting and transferring your Wealth through the generations. Through the use of proven processes, exclusive products, services and a holistic approach to investing we assist Canadian families to realize their financial needs.

Your Legacy

Capital protection and growth is just the start, there is maintaining your lifestyle, minimizing taxes, protecting against adverse circumstances and passing on your legacy. That's where we can help.

Call or email to arrange for a wealth consultation and see how our team can help you and your family through generations to come. 

How we help

We are Portfolio Managers

With over 40 years experience we have the tools and knowledge to take you from where you are to where you want to be. Through us you will have exclusive access to specialty investment Managers, Tax and Estate Lawyers and more.

Peace of mind

Become a client

We invite you to connect with us and discover the benefits of an experienced team of Wealth Advisors and Retirement Specialists. Complete our short form or call 416.969.3047 to get started.

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

August 2019
Let’s talk about philanthropy
Are you interested in giving back to causes or charities that are meaningful to you? Is your charitable giving plan tax efficient? We’ve outlined some key considerations that can help you build a strong charitable giving strategy.

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Kathleen's book 
If I retire 

 

Kathleen writes about Retirement, Income and Wealth Planning in her new book. Read an excerpt here and stay up-to-date on the latest from Kathleen's book by ordering your copy of the book.
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Daily market commentary - The Launch Pad

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

11 November 2019
Back to fundamentals
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28 October 2019
Counter performance chasing with process
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November 2019
Investor strategy: Upbeat tone
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Kathleen writes about Retirement, Income and Wealth Planning in her new book. Read an excerpt here and stay up-to-date on the latest from Kathleen's book by ordering your copy of the book.

Worksheets

Kathleen's book includes helpful worksheets to help you plan for retirement. Access them by clicking here.