Episode 7: Demystify Numbers for Clients

05/12/2019 32 min
Episode 7: Demystify Numbers for Clients

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Episode Synopsis

Vanessa Vakharia, founder of The Math Guru, explains how to take the fear out of money and math conversations. Then, cross-border tax expert David Altro reveals tax traps for snowbirds. Our Prosperous Practice tip this week comes from Leith Wheeler's Cindy Huang as she discusses short-termism.      Connect  Email: [email protected] Web: advisor.ca/prosper   Twitter | Facebook | LinkedIn CREDITS Hosted and produced by Bruce Sellery Mixed and edited by Jason Perrier of Phizzy Studios Editorial direction and visuals by the Advisor’s Edge team Copyright 2019 Newcom Media Inc.