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Revolutionizing Wealth Management
Jan 23 2024
Length: 49 mins
Podcast

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Revolutionizing Wealth Management

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Summary
In episode 8, Sue is joined by Lorenzo Pedersani to explore the impact of FinTechs on the wealth management industry and how they are serving to bridge the gap between traditional investing and alternative asset classes. Lorenzo is the CEO of Westmount Wealth, a Vancouver-based wealth management firm with an innovative approach to high-level investment management and financial planning.

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