What is a Wealth Advisor?

Sean Fahy discusses wealth advisors.

Loading the player...

Sean Fahy discusses wealth advisors.
137087 Views
Share
Video transcript

Featuring Sean Fahy, Bcomm, Financial Planner

Duration: 48 seconds

In addition to investment management, a Wealth Advisor will quarterback a team of experts that might include a financial planner, insurance specialists, retirement planners, private banking and taxation experts.

A Wealth Advisor will call upon a specialist in each of these fields when a client situation warrants it. Issues that might be examined will include a will review, philanthropic goals, income and asset protection, retirement planning and other such issues.

An important first step in a successful advisor client relationship is an investment policy statement. A Wealth Advisor will take a holistic view of an overall client situation in order to develop comprehensive solutions to meet their needs.

Presenter: Mr. Sean Fahy, Business Coach, Vancouver, BC

Local Practitioners: Business Coach

This content is for informational purposes only, and is not intended to be a substitute for professional medical advice, diagnosis or treatment. Always seek the advice of your physician or other qualified healthcare professional with any questions you may have regarding a medical condition.

QA Chat
Ask us a health question on
diagnosis/treatment options...