A great article appeared today in The Family Wealth Report that discusses the importance of Goals Based Planning as well as the traction this important concept is gaining within the wealth management industry.
Goals Based Planning Finding Favour Among Wealth Managers
Greg Rodger
Greg Rodger has over 25 years of experience in the Canadian wealth management industry. His experience has encompassed nearly every aspect of the investment management business. As Chief Investment Officer and Principal, Greg is responsible for the overall design of the portfolio solutions offered at HighView and has a true passion for working with clients to design portfolios aligned with their needs.