Conversations on Wealth Richardson Wealth

Sarah Widmeyer speaks with Sean Hsu about tax considerations and strategies when moving out of Canada.

We talk about residency and tax obligations and understanding how to use Canadian registered accounts as part of your tax strategies for maximum benefit.

We're revisiting one of our most popular episodes of Conversations of Wealth, where Sean Hsu answers the question to "why should we care about tax management as part of a holistic wealth plan?"

"It's not just limited to March and April when you have to file your returns, and it's not limited to just a month of December, where you usually see a sporadic rise of people doing last minute planning. And the reason why it's important to think about taxes, because simply put, it's a cost of wealth at all stages."

Many clients have had a less than favorable experience with insurance. Sarah Widmeyer chats with Jeff Fray, VP, Insurance Services, on how to make sure clients are set up appropriately, with insurance solutions as part of their overall wealth plan.

Whether you're an advisor ready to retire and pass the business on to a successor or a new advisor looking to take on a new book of business, ensuring shared qualities like trust, compatibility, and intention is crucial for a business that's built on long- term relationships.

The opinions expressed are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Past performance may not be repeated. Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.

In this episode of ‘Conversations on Wealth’, podcast host Sarah Widmeyer chats with Jason Middleton, Estate & Insurance Advisor about how an advisor can make sure clients are set up appropriately with insurance products as part of their overall wealth plan.

"With permanent insurance, as you're building up equity or value, kind of like building up equity value in your home: it's accessible … It's just like a non-registered account you'd have at Richardson Wealth, it just happens to be housed inside the insurance policy … That's what gives it its tax exempt nature."

The opinions expressed are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Past performance may not be repeated. Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.

Our goal is to offer the best experience and tools to our advisors and their clients through innovation and service excellence. That means reducing the administrative burden for advisors and their teams, and continuing the innovation journey ahead.

The opinions expressed are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Past performance may not be repeated. Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.