Ontario advisors believe succession plans should be a given for wealth professionals and their dealers, ensuring clients are not left high-and-dry if something goes awry with their advisors.
Wealth Professional, Sophie Nicholls
October 2013
“I think it’s just intelligent planning to have any type of emergency plan,” said Ottawa-based financial planner Marc Lamontagne of Ryan Lamontagne Inc.
Full text: Death or retirement – What Happens to Your Clients?
