LIBROS DEL AUTOR: mba cfp lumsden

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  • Preserving Wealth
    MBA CFP® Lumsden
    'Toronto-based research firm Strategic Insight projects that approximately $1 trillion in personal wealth will be transferred from one generation to the next in Canada between 2016 and 2026, with roughly 70% of that in the form of financial assets.' - Advisors Edge January 30, 2018'70 % of Wealth Transfers fail.'- The Future of Estate Planning. Trusts and Estates June 2010'65% ...
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    12,89 €