Ask a FEA

Ask A FEA – Shelley Forsythe on Developing Ownership

Published: Oct 24, 2019

Shelley Forsythe, FEA Director, Senior Wealth StrategistCIBC Financial Planning and Advice Purpose/goals: What’s the end game (or the goals) you have in mind when you work with owners to prepare the next generation for ownership? SHELLEY: My goals are to guide and educate families on governance and the importance of building a framework for an […]

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