Link to Wealth Funnel Video and a Guide that is available for download (includes a fillable worksheet that calculates shrinkage).
Distilled to 15 Minutes - On Demand Workshop -
A How to Process: Why Targeting What and understanding your end game can save you time, money and taxes
All Registrants Receive Replay/Resources
Taking the time to understand your objectives pays dividends.
"Using a residence as a valuable piece of a financial plan"
Cover story in FORUM magazine the flagship publication for Advocis, The Financial Advisors Association of Canada. Nov/Dec 2016