can you afford to sell? strategies for wealth management & preservation after a transaction
Post on 22-Jan-2018
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MODERATORHoward Johnson, Managing Director, Veracap M&A International Inc.
PANELRobin Goodman, Vice President, Insurance, Trust and Estate Planning,
RBC Wealth Management Financial Services Inc.James Kraft, Vice President and Head of Business Advisory and Succession Planning,
BMO Wealth ManagementJacoline Loewen, Director, UBS Investment Management Canada Inc.
CAN YOU AFFORD TO SELL? STRATEGIES FOR WEALTH MANAGEMENT & PRESERVATION
AFTER A TRANSACTION
QUESTION 1
When do I know I can afford to sell?
How do I ensure that wealth survives
the next generation?
QUESTION 2
How does life insurance fit into my
wealth management plans?
QUESTION 3
The Big Idea for Wealth Preservation
QUESTION 4
Questions??????
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