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Advice and insights to help you achieve the goals that matter to you.

From Our
Blog & Podcast

We write & record frequently on issues related to wealth protection, preservation and estate planning. For a quick  weekly read, subscribe to “WealthSmarts” by clicking the following button.

Podcast

Celebrating Business Excellence

In this week’s episode of the WealthSmarts podcast we celebrate the contribution of businesses and non-profit organizations to our community in Richmond. In particular, we

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Podcast

The Bermuda Triangle of Wealth

It’s hard to build wealth when you’re engaging in behaviors that may undermine your financial success.    Most people don’t realize they’re sabotaging their own

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Podcast

The Wealth Triangle

In this episode of the WealthSmarts podcast, where Richard and Matt usually teach Canadians how to achieve their financial goals, they are going to discuss

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Podcast

Your 2023 Financial Goals

Wondering how to set your financial goals for the year? Richard and Matt are here to help you out! In this episode of the WealthSmarts

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Podcast

Planning for a Recession

Worried about a recession and its impact on your financial goals? A recession can be a scary time, but with the right preparation you can

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Podcast

Real Estate with Denny Dumas

Owning real estate can be a major financial goal for many people, but the high costs of property in cities like Vancouver often discourages buyers. 

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Podcast

Financial Literacy

Many people feel like they lack the financial literacy needed to achieve their financial goals. Improper financial literacy can sabotage the achievement of your financial goals. Simply

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Podcast

Things Are Getting Better

Despite what you may have heard, things are getting better. In this episode of the WealthSmarts podcast, Richard and Matt talk about how things have

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Podcast

Debt is a Power Tool

Most people are afraid of debt, especially because we are not taught about it. Debt can be a powerful tool if used correctly, but it

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Podcast

Control What You Can Control

Are you feeling frustrated because it feels like there’s just so much outside of your control when it comes to your finances? You’re not alone.

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Podcast

Building an Impact Business

Do you want to make a difference with your business? Many businesses today focus on profits and don’t often consider their impact on the world.

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Podcast

The Rainmaker’s Dilemma

Did you know almost half of all business owners will hit the same stumbling block? They become the primary revenue driver for their company –

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Podcast

Value Builder with John Warrillow

Needs of business owners require a different type of financial planning that is uncommon today, but very necessary. In this episode, Richard and Matt interview

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Podcast

Stay in Your Seat

Whether at a sports game or investing, many people get distracted, zone out, or sometimes actually fall asleep, often missing a crucial game-changing event. As

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