Podcast

Podcast 6 - Wealth & retirement essentials

Written by Ian Portsmouth

Guest(s): Steve
Bang, Regional Sales Leader, BMO Term Investments John Fabbro,
Associate Partner, KPMG

Personal Finance – The
wealth-building fundamentals

In our first interview Ian
talks with Steve Bang, Regional Sales Leader, BMO Term Investments on
the need for financial planning and the fundamentals of building wealth.

Personal Finance – Specialized retirement vehicles for
business owners

Our second interview features John Fabbro,
Associate Partner and leader of the Private Client Advisory Services at
KPMG. He discusses developing a retirement strategy through individual
pension plans(IPPs)and retirement compensation arrangements(RCAs).

READ THE TRANSCRIPT

Originally appeared on PROFITguide.com