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trusted contact (2)

Trusted Contact

i came across this article today about the trusted contact. I have discussed this with a few clients and hopefully over time will have this setup as a service that we have with all clients. 

 

Here ia the article, please post any other resources you find in the comment section for additional review. 

 

If if you have had experiences with that and are able to share, please post as well or email me in confidence at adviaor@timothyross.com

https://www.wealthprofessional.ca/market-talk/why-a-trusted-contact-person-is-a-vital-tool-249659.aspx

Thanks

Tim

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