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Richardson Wealth - SEKO Wealth Advisors
The Independent Source

June 2025

Educational Insights: Spousal Status and Estate Planning 

Please join SEKO Wealth Advisors and Ken Vimalesan, founder of Scion Law, as we discuss the complexities that can arise with spousal status and estate planning.

Watch the video here.


The importance of tenant insurance

Whether you own a rental property or are a renter yourself, tenant insurance is an essential layer of protection. While it isn’t legally required in British Columbia, landlords can face serious financial or legal consequences if their tenant doesn’t have coverage — even if the tenant is responsible for the loss. Many landlords now include tenant insurance as a condition in lease agreements to help protect their property and avoid unexpected risks.

If you'd like to learn more about how tenant insurance can protect both landlords and renters, we’ve created a helpful PowerPoint presentation.


Giving back after a financial windfall

If you are anticipating a large financial event that will bring you new liquid wealth, you might be considering giving back to your community or causes you are passionate about. Examples of such events include the sale of a business, taking your business public, cashing in stock options, selling a valuable real estate asset, receiving a large inheritance or winning the lottery. These financial events can be overwhelming and often involve complex legal and tax considerations.
 
This article explores some things to think about if you’re considering donating some of
your wealth to causes that are important to you


A presentation on family wealth planning by Tom Deans

We’re pleased to share that the recording of the Family Wealth Planning: Conversations That Matter event with keynote speaker Tom Deans is now available.
Held on May 20 at the Delta Ocean Pointe Resort in Victoria, the event welcomed over 180 clients and featured actionable insights from Tom on the importance of open, honest conversations around wealth transfer and estate planning. The session also included an insightful panel discussion with experts in tax, insurance, and estate law.

Access the recording:
Tom Deans Willing Wisdom
Password: welcome2025! (case sensitive)


Never miss an important document!

To help ensure you never miss an important document, we recommend adding eSignature@RichardsonWealth.com and dse@docusign.net to your email contacts. Emails from these addresses often contain time-sensitive documents for your review and signature. Adding them to your contacts helps prevent messages from being mistakenly filtered to your junk or spam folder. Please note, if you already have these email addresses saved under a different name, that name will appear as the sender on future emails, even though they still come from the secure source. Please let us know if you have any questions about this.


Visualized: How much caffeine is in your drink

Caffeine is the world’s most widely consumed psychoactive substance, found in everything from energy drinks to a classic morning espresso. But how do different drinks compare when it comes to caffeine content?

This graphic  shows how much caffeine is present per ounce (30 ml) in a range of popular beverages, from coffee and tea to matcha and chocolate milk.
 

Tyler Steele BA, CFA®, FEA
Senior Portfolio Manager, Senior Investment Advisor
Tel.: 604.640.0554 • Email
 

Neil Kumar CIM®, FEA
Senior Portfolio Manager, Senior Investment Advisor
Tel.: 604.640.0406 • Email
 

Jessica Dewey BA
Associate
Tel.: 604.640.0405 • Email 
 

Brenda Geib BA, PFP
Associate
Tel.: 604.640.0559 • Email
 

Heather Meehan
Assistant
Email
 

Jaideep Sandhu CFA®
Portfolio Analytics Associate
Tel.: 604.640.0254  •  Email
 

Amelia Wigan B.Sc.
Assistant, Team Coordinator
Tel.: 604.640.0209 • Email

Tim Engelbert CIM, B.Sc.
Senior Portfolio Manager, Senior Investment Advisor
Tel.: 604.640.0317  •  Email
 

Rory O'Connor CIM
Senior Portfolio Manager, Senior Investment Advisor
Tel.: 604.640.0315  •  Email
 

Maryam Fejvai
Associate
Tel.: 604.640.0556 • Email
 

Jackson Kern
Associate
Tel.: 604.678.6583 • Email 
 

Danielle O'Neill PFP
Associate Investment Advisor
Tel.: 604.640.0309  •  Email
 

Jennica Vegelahn
Associate
Tel.: 604.640.0319  •  Email

 
Serina Girdherlal
Associate
Tel.: 604.640.0236  •  Email

The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results. Insurance services are offered through Richardson Wealth Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC, NB, NS, PEI and NL. Richardson Wealth is a trademark of James Richardson & Sons Limited, used under license.

Address: Guinness Tower, 1055 West Hastings Street, Suite 2200 Vancouver BC V6E 2E9 Canada