The need for predictability and structure has never been more important. It's critical to have an estate plan that’s flexible enough to withstand fluctuations so they are less disruptive - one that can tolerate unusual circumstances be it due to a pandemic, recession or changing business and personal needs.
In this episode of The Wealth Experience podcast, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, speaks with Carol Willes, Director of Estate Planning, Ottawa, BMO Wealth Planning and Advisory Services, who shares strategies for stress testing estate plans during crises.
To listen to Part 2 of this podcast, click here
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