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How do you pass on wealth to the next generation or a cause of your choice?
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Contenido proporcionado por The Farwell Group at Scotia Wealth Management. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Farwell Group at Scotia Wealth Management o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Darren Farwell is the Founder of The Farwell Group and the Senior Wealth Advisor and Director, Wealth Management at Scotia Wealth Management. With The Farwell Group, Darren and his team provide simplicity and convenience to the total wealth management experience of successful investors and time starved entrepreneurs.
Darren has over five professional certifications and has been featured in publications such as the Business News Network (BNN), Zoomer Radio, City News, Financial Post, and more. Outside of the office, he is an avid skier, golfer, and fitness enthusiast.
Pari Christides is an Estate and Trust Consultant for The Bank of Nova Scotia Trust Company. She began working at Scotiabank in 2002, and, in her current position, Pari is responsible for providing advice and guidance to clients for their will and estate planning strategies.
Pari is a member of The Society of Trust and Estate Practitioners and holds the Trust and Estate Practitioner and Member, Trust Institute designations. She has also completed the Canadian Securities Course through the Canadian Securities Institute.
In this episode…Let’s face it: the future is unpredictable. You don’t know when—or how—you’re going to pass. So, how can you make sure the people and causes you care about are financially provided for?
Though you might not realize it, you may need the help of a trust and estate planning specialist. This type of specialist can provide top-notch advice and guidance on how to plan your will and pass on your wealth to the next generation. The experienced team at The Farwell Group know that you want the absolute best for your family—and that’s why you need the best financial specialists in the business to help you create a customized financial plan.
In this episode of The What Has Changed Podcast, Rise25 Co-founder Dr. Jeremy Weisz sits down with Darren Farwell and Pari Christides to discuss navigating the transition of wealth from one generation to the next. Listen in to discover when to hire an estate planning specialist, what type of trust to use, and the overwhelming benefits of creating a comprehensive financial plan today. Stay tuned!
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