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Calming HNW clients during de-accumulation

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Home In Depth Special Reports Winning Strategies Fall 2012 Calming HNW clients during de-accumulation

Winning Strategies Fall 2012

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Calming HNW clients during de-accumulation

Jason Pereira, partner and senior financial consultant with Bennett March in Toronto, explains how to calm the worries of HNW clients during the de-accumulation phase of retirement. He shares his experience on risk, estate planning, income streaming and best practices for clients. Pereira spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.

  • By: Dan Richards, Jason Pereira
  • November 19, 2012 October 30, 2019
  • 06:55
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