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Family Business Succession Planning Model

Автор: Rob Tetrault

Загружено: 2020-11-05

Просмотров: 9416

Описание:

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/

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⭐⭐ Family Business Succession Planning Model

Planning for the future of a family business can be a daunting task, but it doesn't have to be! In this video, we'll share a proven model for family business succession planning that can help ensure a smooth transition of leadership and ownership. We'll cover everything from identifying potential successors to developing a comprehensive plan that addresses all the key issues. If you're a family business owner, you won't want to miss this informative and practical video! #FamilyBusinessSuccession #Succession #BusinessSuccession #SuccessionPlanning

✤ Welcome to Rob Tetrault's YouTube channel.

This channel empowers investors like yourself to learn how to build an investment portfolio or a "bullet proof plan” in order to protect you and your family, generate an income stream in retirement, and ensure that your money outlives you.

We can help you maximize your estate value for your beneficiaries and minimize how much your estate pays to the government.

Rob Tetrault is a multi award-winning Portfolio Manager and head of the Tetrault Wealth Advisory Group at CG Wealth Management. After graduating from University of Toronto Law School, Rob initially worked as an insurance litigation specialist at MLT Aikins in Winnipeg.

He then completed a Finance MBA and was a member of the Dean’s list at the Asper School of Business, before starting his Wealth Management Practice in 2010.

We highly recommend you become a member of our YouTube family by subscribing to our channel. You can suggest or ask me anything. If you have any ideas, please share them with me in the comments below.

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📺 Watch my previous videos 📺

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   • Eat The Rich: The GameStop Saga (2022) Net...  

🎬 6 Things I Wish I Knew Before Investing.
   • 6 Things You Need To Know Before Investing  

🎬 Investing 100K:
   • Investing Your First $100K - Common Mistak...  

🎬 Investing Basics: Bonds
   • Investing Basics: What are Bonds in Invest...  

🎬 RRSP investment options:
   • RRSP Investment Options  

🎬 RRSP vs. RRIF:
   • An RRSP versus A RRIF  

🎬 Top 5 Reasons To Have A Holding Company.
   • Top 5 Reasons To Have A Holding Company: H...  

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📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/

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⚠️ "DISCLAIMER” ⚠️

Rob Tetrault makes content available as a service to its customers and other visitors, to be used for informational purposes only. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action. If any owners would like me to remove the video I have no problem with that, just send me a letter: [email protected]

#portfolio #portfoliomanager #investmentstrategy #stockmarketnews #economy #investingbasics #investing #stockmarket #stocktrading #stocktradingstrategies #stockstrader

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