Can you afford to sell? strategies for wealth management & preservation after a transaction
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BizON had the honour of sponsoring the Business Transition Forum! We would like to share some valuable information with our audience from the forum in case you did not have the opportunity to attend!
Can you afford to sell? strategies for wealth management & preservation after a transaction
- 1. MODERATOR Howard Johnson, Managing Director, Veracap M&A International Inc. PANEL Robin 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 Management Jacoline Loewen, Director, UBS Investment Management Canada Inc. CAN YOU AFFORD TO SELL? STRATEGIES FOR WEALTH MANAGEMENT & PRESERVATION AFTER A TRANSACTION
- 2. QUESTION 1 When do I know I can afford to sell?
- 3. How do I ensure that wealth survives the next generation? QUESTION 2
- 4. How does life insurance fit into my wealth management plans? QUESTION 3
- 5. The Big Idea for Wealth Preservation QUESTION 4