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Matt Kenny
J.D. Lees
Aimée St-Pierre
Emmanuelle Brière

Tel: 613-567-6243
Toll Free: 1 800-267-1276

Address
269 Laurier Ave. West
Suite 201
Ottawa, ON
K1P 5J9
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July, 2020 - Goal-Based Wealth Planning: The Discovery Process

Hosting by Diane Raghbeer of Wealth Planning Advisory Services, along with Matt Kenny and John King

Listen in to this podcast as John and I discuss the importance of goal-based financial planning for the client-advisor relationship.  

   






Our BMO Wealth Management podcast channel, The Wealth Experience, gives you access to an expanding library of podcasts from BMO’s experts, on a range of important topics to keep you informed and help you manage your wealth with confidence.
 
To access The Wealth Experience, go to bmo.com/thewealthexperience or one of these audio channels: