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 Wealth, 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.

Conversations on Wealth is available wherever you get your podcasts.

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.

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.


2020 year-end tax planning checklist
Our annual year-end tax-planning checklist is available with important updates, including tax implications of the federal government’s pandemic relief measures.
Start planning early for this unprecedented tax season. Find your checklist here.

View article

 

If I retire book cover

 

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.
Buy your copy

Amazon Kindle      KoboAvailable on the iBookstore    

 

 

Daily market commentary - The Launch Pad

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

18 January 2020
Continued warming to emerging markets
View article

4 January 2020
Investor lessons from 2020
View article

 

January 2021
Investor Strategy: 2021 optimistic start
View article

Contact Us

Please provide the information below and we'll be in touch within 48 hours.

*Required fields

 

Available now via:

          

 

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.