Upcoming Events

We regularly host events on topics such as retirement planning, tax planning, and investment planning.  Check back here for updates.  To find out more about our events, or to invite us to speak at your group or event, please contact us directly.

 


 

WOMEN: WIRED TO INVEST              Unlocking your financial power

We’ve all heard the expression “women are a force to be reckoned with”, and this cannot be more true than when it comes to wealth! Women are emerging as a dominant force in the market. It is estimated that by 2026 women will control about 50% of the wealth in Canada![1] It is predicted that at some point in their lifetime, 90% of women will be required to play the role of sole financial decision maker.[2] This rising economic power of women is probably one of the most significant economic shifts in recent decades.

  • Learn how women can unlock their financial power and take control of their future.
  • Common myths about women and investing.
  • What's different about financial planning for women
  • Next steps for yourself and others

Date/Time: TBD

Location: Virtual event

To receive an invitation to this event please fill out the form below.

 

[1] Investor Economics Household Balance Sheet Report – Canada, 2017

[2] Women and Wealth white paper. Strategic Insight 2017

 

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The evolution of a Canadian Institution        Fireside Chat with two of Canada’s most prominent business leaders, Hartley Richardson and Sandy Riley 

Mr. Richardson and Mr. Riley co-founded Richardson Partners Financial in 2003, the originating predecessor firm to Richardson Wealth. In this fireside chat, they will focus on the rich 165-year history of the Richardson brand and share the story of their mission to create a high-touch boutique wealth management firm in the early 2000’s after the Canadian banks acquired the country’s smaller independent firms. As champions of wealth management within the Richardson conglomerate, they will recount the evolution of this company from a plan on the back of a napkin to what has become a Canadian institution.

This will be a moderated discussion including a question-and-answer period.

Register below for this event.

August 19, 2021

Time: 2:30 – 4:00 pm EDT

October 7, 2021

Time: 3:00 – 4:30 pm EDT

 

Register to attend Fireside Chat event

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The accredited investor exemption

Who qualifies as an accredited investor?

  • An individual who, alone or together with a spouse, owns financial assets worth more than $1 million before taxes but net of related liabilities or
  • An individual, who alone or together with a spouse, has net assets of at least $5,000,000.
  • An individual whose net income before taxes exceeded $200,000 in both of the last two years and who expects to maintain at least the same level of income this year; or
  • An individual whose net income before taxes, combined with that of a spouse, exceeded $300,000 in both of the last two years and who expects to maintain at least the same level of income this year
  • An individual who currently is, or once was, a registered adviser or dealer, other than a limited market dealer

The law assumes that accredited investors do not need the protections offered by a prospectus because they can:
(a) get and analyze the information needed to assess an investment without a prospectus; and
(b) handle the loss of their entire investment, if things go wrong.

Note that an accredited investor must purchase the securities as "principal." This means the investor must be purchasing for him or herself, rather than for another person.