This is the first part of a series of podcasts designed to enhance the succession and estate planning literacy of successful business owners and wealthy families. This interview is with Mr. Bruce Axelson of the Capital Automotive Group who will share his thoughts regarding some of the secrets to being successful in business and some of the lessons he learned along the way.
This is the 2nd installment of our podcast series designed to enhance the succession and estate planning literacy of successful business owners and wealthy families. This interview is with Darrell Friesen, the co-founder and former majority shareholder of Jet Label & Packaging. Darrell talks about how he and his partner successfully built one of the largest providers of labels and packaging supplies in Canada. The interview then focuses on the right way to set a small business up for sale and profitably complete the sales process.
Scott Grant and Ben Du Plessis from the Wealth Strategy Group discuss Scott’s experience with Critical Illness Insurance and the impact it can have on your wellbeing and finances. Scott is a successful financial advisor and provides a unique perspective on making a Critical Illness claim from the insured’s perspective.
Wealth Strategy Group team members Ben Du Plessis and Jeff Graham discuss what new financial advisors can expect when coming into the industry and recommendations for those considering a career in this field. Jeff also talks about how technology will impact advisors moving forward and the industry as a whole.
Wealth Strategy Group principal John Askin speaks about the services the firm provides, such as innovative and effective wealth preservation solutions based on an independent, comprehensive, interdisciplinary and holistic approach.
Wealth Strategy Group principal John Askin speaks about an exciting new initiative called the “Guaranteed Insured Transition Program,” or “G.I.T.” This innovative program is ideal for advisors looking to transition out of the industry (Senior Advisors), OR, for other advisors interested in acquiring established financial practices (Junior Advisors).