Wealth Strategies

Reaching your financial goals involves more than simply setting money aside for the future. Everyone should have a wealth plan. Richardson Wealth has created the Tax & Estate Planning Team comprised of accountants, lawyers, financial planners and insurance specialists who will work with you and me, to assess your situation and provide solutions.

Contact me for more information on the many wealth strategies as well as tax loss selling, RRSP and TFSA contributions, CPP and more.

Cecilia Cristobal, CIM®, FCSI®, CIWM •  Associate, Wealth Planning


Read more about Wealth Strategies including:

Estate Planning – protecting what’s valuable, power of attorney, planning for incapacity

Insurance – financial security for loved ones, maximizing estate value, planning charitable bequests

Business Owners – succession planning, shareholder remuneration, TFSA’s vs corporations

Tax Saving Strategies – charitable giving plans, income splitting, tax loss selling


 

 

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

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

 

Should you help your adult child buy a house?

Your children may have the income to cover the cost of mortgage payments & home upkeep, but more parents are giving their kids financial gifts for a down payment in today's housing market. Should you?

View article

 

Conversations on wealth: Podcast

Listen here
Podcast

 

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.

Listen to the latest episodes here.