Podcasts · Creating Generational Wealth

Creating Generational Wealth
Creating Generational Wealth #2
About this episode
In this episode, Tanya speaks with Gianna Thomson, Principal Adviser at Thomson Wealth. They discuss the critical importance of comprehensive estate planning, and how advisers can help clients create generational wealth through facilitating detailed conversations, understanding family dynamics, and proactively addressing potential complexities in wealth transfer.
GTGianna ThomsonGuest
