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116: Gifting Money: A Balancing Act in Financial Planning

Latest Episode: Navigating the Complexities of Intergenerational Wealth Transfer In…

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The information provided on this website or through any other communications from the Verecan Group of Companies is for informational purposes only and does not constitute advice, an offer to buy or sell any financial products, insurance products, or services. The products and services provided by each of our companies are subject to applicable laws and regulations in the jurisdictions where we operate. Clients are encouraged to seek independent advice before making any decisions. We recommend talking to someone on our team.

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Verecan Capital Management Inc. is the portfolio manager of both the Verecan Global Equity Fund and the Verecan Global Income Fund (the “Verecan Funds”). Majestic Asset Management is the investment fund manager of the Verecan Funds.

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116: Gifting Money: A Balancing Act in Financial Planning

Meet Amanda McKenna