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Home In Depth Special Reports Winning Strategies Fall 2012 A team approach to serving HNW clients

Winning Strategies Fall 2012

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A team approach to serving HNW clients

Wynn Harvey, partner in The Moffat Harvey Group with Macquarie Private Wealth in Toronto, discusses how to help HNW clients protect, preserve and managed their wealth so they can move it along to the next generation. She works with specialized accountants and lawyers to help achieve the goals of her clients. Harvey spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.

  • By: Dan Richards, Wynn Harvey
  • November 5, 2012 October 30, 2019
  • 08:00
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