We all know the grass is not always greener on the other side but if you need to check out the real estate and possibly make a move
Dave Velanoff authored the Retirement Succession Plan for one of Canada’s largest and most successful fully integrated independent financial firms.
Soon after being appointed CEO at MGI Financial he implemented a succession program that became one of the major value propositions and strategic initiatives of the company.
Whether you are buying the asset or the shares of an incorporated entity the Lifestyle Wealth Business Consulting approach can help you bring clarity to the decision making process.
It never hurts to get second opinion.