Inside view: A conversation with your Private Wealth Management leaders

Part of our role as your wealth manager is to provide you with an insider view on the current environment, especially as it pertains to how we’re adding value to your portfolio and helping you achieve your objectives. This is particularly important in challenging markets. In this 30-minute event, your top questions will be answered by the head of our Private Wealth Management Investment team and an in-house professional on a range of wealth planning strategies, including inter-generational planning, tax, and gifting.

Download transcript (PDF)