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Wealth isn‘t all about increasing your net worth. On the Wealth Wisdom Podcast, you‘ll be treated to deep discussions with industry experts in finance, health, real estate, and more. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. Please visit www.assante.com/legal for important legal and regulatory disclosures.
Episodes
Wednesday Oct 13, 2021
5 Pain Points that Keep Families Up at Night
Wednesday Oct 13, 2021
Wednesday Oct 13, 2021
One of the questions that gets the most insightful response from our clients is: what keeps you up at night?
After having a countless number of deep discussions with families over the years, we narrowed down the most common responses into five pain points.
On the latest episode of the Wealth Wisdom podcast, I chat with my co-founding partner of Sana Family Office, Josh Dyck (Wealth Advisor, CFP®, BA) to discuss the five most common stressors we hear about from clients. We also talk about how we work with these current and prospective clients to overcome these conflicts.
Version: 20240320
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