Preserving Wealth: The Next Generation - Paperback
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Language:EnglishPublisher:Tellwell TalentISBN-13:9780228810940ISBN-10:228810949UPC:9780228810940Book Category:Education, Business & EconomicsBook Subcategory:Finance, Personal Finance, Investments & SecuritiesSize:9.00 x 6.00 x 0.39 inchesWeight:0.56Product ID:SC5SMNCSNH
Preserving Wealth: The Next Generation
"Toronto-based research firm Strategic Insight projects that approximately $1 trillion in personal wealth will be transferred from one generation to the next in Canada between 2016 and 2026, with roughly 70% of that in the form of financial assets." - Advisors Edge January 30, 2018
"70 % of Wealth Transfers fail."
- The Future of Estate Planning. Trusts and Estates June 2010
"65% of Canadians say...
Language:EnglishPublisher:Tellwell TalentISBN-13:9780228810940ISBN-10:228810949UPC:9780228810940Book Category:Education, Business & EconomicsBook Subcategory:Finance, Personal Finance, Investments & SecuritiesSize:9.00 x 6.00 x 0.39 inchesWeight:0.56Product ID:SC5SMNCSNH
Lumsden, Mba Cfp(r): - JACK LUMSDEN, MBA, CFP(R), is a financial advisor with over twenty years of experience. He has enjoyed building a strong career and loyal client base. In addition to helping clients preserve and transfer their wealth, he focuses on those who are or will be making the transition from their working years to retirement with the need to develop a lifelong income and cash-flow...
Publisher: Tellwell Talent
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