Calming HNW clients during de-accumulation

Interview of Dan Richards, Jason Pereira |

Jason Pereira, partner and senior financial consultant with Bennett March in Toronto, explains how to calm the worries of HNW clients during the de-accumulation phase of retirement. He shares his experience on risk, estate planning, income streaming and best practices for clients. Pereira spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.

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