25 min

Purposeful Planning Conversations on Wealth

    • Education

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 sits down with Sylvia Azoulay, Vice President of the Richardson Wealth Private Family Office to discuss proper legacy planning and effective intergenerational wealth transfer strategies.

Disclaimer:
The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results.
Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.

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 sits down with Sylvia Azoulay, Vice President of the Richardson Wealth Private Family Office to discuss proper legacy planning and effective intergenerational wealth transfer strategies.

Disclaimer:
The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results.
Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.

25 min

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