Shows
Generations Of WealthGet Richer (With Richard)In the Season 1 finale of Generations of Wealth, Richard hears from listeners of the podcast and answers their questions about investing, talking to your kids about money, and the most popular question of all: How do I pay less tax?Guests: Alex, Crystal, Rebecca, RobinSubscribe to Generations of Wealth and Contact Richard at rlandzaat@summafinancial.ca or richard@portaviamgt.com
2025-09-1024 minGenerations Of WealthEverything Falls Back to TaxRichard sits down with Jeff Christian, a seasoned wealth manager, to demystify the world of comprehensive financial planning. Jeff shares his unique journey from a CPA to a wealth management expert and explains how his tax background profoundly shapes his approach to helping clients. Jeff and Richard talk about the critical role of tax strategies in wealth preservation and estate planning, and why seeking professional financial guidance often trumps a DIY approach.Key Takeaways: The Importance of Tax Efficiency in Financial Planning Jeff emphasizes that every financial decision should be made wi...
2025-08-2745 minGenerations Of WealthFrom Nigeria to Nova Scotia with Yemi AkindojuIn this inspiring episode, Richard is joined by Yemi Akindoju, a successful entrepreneur who made the courageous decision to leave a thriving career in Nigeria, and start anew in Canada. Yemi shares his incredible journey of overcoming challenges, rebuilding his life from the ground up, and ultimately achieving entrepreneurial success. From navigating the initial shock of having his qualifications unrecognized, to building a thriving business, Yemi’s story is a testament to resilience, hard work, and the power of perseverance.Key Takeaways:The Bold Decision to Start OverYemi recounts leaving a h...
2025-08-1338 minGenerations Of WealthEstate Planning & Family Foundations: Building Your LegacyThis episode features a deep dive into the critical, yet often overlooked, aspects of estate planning and family foundations. Richard is joined by Jill Gallant, an estate lawyer, and Kristie Smith, an estate and trust consultant, to unravel the complexities of wills, trusts, succession planning, and philanthropic legacies. They discuss the importance of comprehensive estate plans, the benefits of family foundations, and the common pitfalls to avoid. Their conversation emphasizes that estate planning is not just for the wealthy, but a crucial step for anyone looking to secure their family's future and preserve their values.Key Takeaways:
2025-07-3047 minGenerations Of WealthIntergenerational Wealth & SalesIn this episode, Richard interviews Rakesh Jain, a seasoned business broker, CA, and CPA, to discuss the complexities of business transitions, including intergenerational wealth transfer and sales to third parties.Rakesh shares his insights on preparing a business for transition, the challenges families face, the importance of proper valuation, and the trends shaping the business brokerage landscape. He emphasizes the need for early planning, expert advice, and clear communication to ensure a successful transition, and to preserve the legacy of family-owned businesses.Key Takeaways:Building TrustRakesh emphasizes that trust is...
2025-07-1640 minGenerations Of WealthFinancial EmpowermentIn this episode, Richard speaks with Caley Dimmock, wealth strategist and entrepreneur, about her journey to financial empowerment. Caley shares her insights on overcoming common misconceptions about money, balancing entrepreneurship with family life, and building lasting wealth. She emphasizes the importance of financial literacy, mindset, and surrounding oneself with supportive individuals.Key Takeaways:Addressing Common Misconceptions About MoneyCaley tackles the misconception that wealth is inherently evil, emphasizing the potential for wealthy individuals to contribute positively to society.She addresses the belief that one needs a significant amount of money to...
2025-07-0255 minGenerations Of WealthLasting LegaciesRobert Zed (Chair of Triangle Strategies Consulting) is a seasoned entrepreneur, philanthropist, and business strategist. Robert shares his 40 years of experience founding and leading multiple successful companies. Their conversation looks at Robert's entrepreneurial journey, his valuable insights on succession planning, the critical role of mentorship and leadership development, and his perspective on building impactful and sustainable businesses for the long term. This episode offers invaluable lessons for business owners, entrepreneurs, and anyone interested in creating a lasting legacy.Key Takeaways:The Genesis of an Entrepreneurial Spirit: Robert reflects on his early...
2025-06-1832 minGenerations Of WealthMaking 'Cents' Of It All with Jonathan TorrensJonathan Torrens is a successful actor, writer, producer, and entrepreneur. Since his early days on the children’s consumer awareness show Street Cents, Jonathan has been learning all about money.In this episode, Richard and Jonathan discuss the financial challenges of a freelance career, the importance of entrepreneurship for actors, and the often overlooked business aspects of the entertainment industry. Jonathan shares insights into contract negotiations, managing finances without a consistent paycheck, and the importance of diversification. He also touches on the value of financial literacy, and the changing landscape of social media influence....
2025-06-0436 minGenerations Of WealthYou Might Just Be An EntrepreneurRichard interviews Dr. Alex Mitchell, a general surgeon who is also a seasoned entrepreneur. They delve into the often-overlooked business aspects of being a physician, highlighting how doctors are essentially self-employed entrepreneurs. Dr. Mitchell shares his journey from medical school debt to successful real estate ventures, and other entrepreneurial pursuits. He emphasizes the lack of financial education in medical training, and the importance of leveraging a physician's unique financial position to build wealth.Key Takeaways:The Entrepreneurial Reality of Being a Doctor. Physicians are essentially self-employed contractors, requiring them to manage finances, offices...
2025-05-2137 min
Your Financial Destination PodcastFD 114 - Tax Talk with Richard Landzaat, 2024 New Capital gains & losses
2025-05-1318 minGenerations Of WealthWho Taught You About Money?In this episode, Richard speaks with Neal Andreino, part of the next generation of entrepreneurs and investors. Neal shares his journey, fueled by a desire for financial freedom, to owning multiple businesses and building a significant real estate portfolio. Neal emphasizes the importance of continuous learning, assembling a strong team, and strategically investing in real estate and other ventures to create lasting wealth. He also discusses the importance of giving back to the community and the economy.Key Takeaways:Navigating Business Acquisitions and Private Lending. Neal highlights the importance of understanding...
2025-05-0744 minGenerations Of WealthYour Biggest Asset is TimeIn this episode of the Generations of Wealth podcast, host Richard emphasizes the paramount importance of time in building wealth, but also gives hope for those of us who feel like it’s “too late for me.” Richard discusses the relevance of saving at any age, not just for retirement but for various financial goals. Key Takeaways:Saving is Relevant at Any Age: While starting early is advantageous, Richard stresses that it's never too late to begin saving. Even individuals in their forties can benefit significantly from starting the habit o...
2025-04-2320 minGenerations Of WealthPay Yourself FirstIn the first episode of Generations of Wealth, host Richard Landzaat shares his journey from childhood side hustles to becoming a chief financial officer and successful business owner. Richard talks about his experiences in mergers and acquisitions, real estate, and business investments, highlighting the lessons he’s learned about creating and managing wealth. Key Takeaways:Start Early and Pay Yourself First: Richard emphasizes the importance of saving consistently and automatically. Good Debt vs. Bad Debt: Not all debt is harmful; Richard will explain the difference.
2025-04-0914 minGenerations Of WealthWelcome to Generations of Wealth!With his new podcast, Generations of Wealth, Richard Landzaat brings his wealth of knowledge directly to listeners. The show dives deep into the art and science of wealth creation, offering actionable insights, inspiring success stories, and practical advice tailored for small business owners and forward-thinking individuals alike. Through engaging interviews and candid discussions, Richard helps demystify the journey toward financial independence and encourages a mindset that values long-term growth over short-term gains.Beyond the boardroom and the podcast microphone, Richard is a dedicated community leader who believes in the transformative power of education and mentorship. His...
2025-03-1201 min
Atlantic AmbitionTHE REWARDS OF RUNNING MULTIPLE VENTURES | With Richard Landzaat | Atlantic Ambition PodcastJoin us for the latest Spotlight interview with Richard Landzaat, President and CEO of SUMA Financial Services. Tune in to hear Richard’s journey in entrepreneurship, from his dual roles in accounting and real estate to his insights on navigating the demands of business ownership. Don’t miss this discussion on the challenges, strategies, and rewards of running multiple ventures successfully. If you're an aspiring business owner, Richard’s advice is invaluable—stay persistent, learn from failures, and seek professional guidance.#business #advice #podcast #businessowner #businesstips #growth #businessgrowth #businesslesson #businessessentials #howtostartabusiness #businessstrategy #businesspodcast #motivation #success
2024-11-0817 min2024-09-2519 min
2024-07-1019 minYour Financial Destination PodcastFD 53 Capital Gains Tax Tips with Richard Landzaat, Summa Financial
2024-05-0319 min2024-04-2920 min