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What Banks Don't Tell You About Wealth Management
What does your bank actually do for your wealth, and what changes when you move to private wealth management?
In Episode 18 of The Up Side, Eli Kirchmaier sits down with Myles Martin, Private Wealth Consultant at Up Financial to discuss what he learned from nearly a decade working at a major Canadian bank, why he made the move to private wealth management, and what Canadians should understand about building, protecting, and transferring wealth.
From the limitations of traditional banking to the family conflicts that can arise during inheritance and estate planning, Eli and Myles explore the…
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