Dr. Tom Deans, author of Willing Wisdom: 7 Questions Successful Families Ask, thinks so, and says this opportunity for advisors is even bigger than retirement planning. Dr. Deans presented to our chapter on the topic of Intergenerational Wealth Transfer and is a featured interview in the May edition of Forum.
Our Advocacy Chair, Adam O'Neill, delivers the 2017 Spring Update.
After great success last year, Advocis Toronto once again partnered with Junior Achievement Central Ontario to deliver financial related programs to school-aged children.
After great success with last year’s initiative, Advocis Toronto is once again partnering with Junior Achievement Central Ontario.
Al was born and raised in Barrie where he served on the Public School Board and was active in community work, both in Barrie and Toronto for over seventy years.