Joelle Hall

Taxes – the only constant is change!

There are two changes to the Tax Act to be on the lookout for. The first relates to...

Know when to take a loss

Generally, in life, one wouldn’t want to take a loss. However, as an investor, sometimes taking a...

Insurance: The secret tool affluent people use for wealth building

Insurance is often thought of as a necessary evil. This negative perception people have of the insurance...

Understanding mutual funds and ETFs

Alphabet soup There are so many acronyms and variables in investing and financial planning, it can be a...

First home savings account: The best thing since sliced bread!

The FHSA, or Tax-Free First Home Savings Account, is a new type of tax-preferred account that the...

How to keep calm and carry on investing when recession looms

As interest rates continue to stay high to combat inflation and talk of a looming recession intensifies,...

TFSA or RRSP…that is the question!

You may have wondered “If I have a finite amount to invest and I have to choose...

Bears and bounces and biases…Oh my…again!

Markets are down 20 per cent year-to-date and there is lots of talk of a coming recession,...

From hero to zero: Non-financial retirement planning

After the question “How much money will I need for my retirement?”, the next most common question...

Rollercoaster or rolling with the punches

The markets are once again experiencing volatility after a strong 2021 and with growing uncertainty about the...
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Retaining top talent is one of the biggest challenges for business owners and executives today—and traditional tools like RRSPs often fall short. In this session, discover how Individual Pension Plans (IPPs) can help you retain key employees while unlocking powerful tax advantages. You’ll discover: -- Powerful Retention: Create a permanent pension stream that strengthens loyalty and long-term commitment -- Tax Efficiency: Use corporate dollars to fund larger, tax-advantaged retirement contributions -- Simple Implementation: Learn how IPPs work and how easily they can be integrated into your business Turn talent retention into your competitive advantage with Richardson Wealth.
Retain, Reward, Retire: Leveraging IPPs for Owners and Key Staff

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