
Sign up to save your podcasts
Or
In this episode, we dive deep into the topic of wealth building with our guest Whitney Hammond, principle of Sovereign Wealth Management, having been in personal practice since 1997. Whitney is a recognized leader in the Canadian financial planning field and a frequent speaker at events focusing on estate planning.
With exceptional knowledge in wealth accumulation and preservation, Whitney coaches clients to build solid financial plans which include tax and estate plans, testamentary trusts, tax sheltered growth plans and, for business owners, comprehensive succession plans and exit strategies. Her expertise in wealth management and focus on delivering effective programs have allowed her to build trusting, intergenerational relationships with her clients.
She shares what happiness means to her and how it's about feeling content and fulfilled in life. We also explore our feelings of worthiness and the inherent differences between men and women, particularly in the realm of wealth building.
When talking about wealth, we discuss how important it is to look at the expectations we feel from other people versus what we have planned for ourselves.
We then delve into the first place women can start with building wealth and introduce the concept of starting your bucket. Our guest shares critical mind shifts that have happened for her when life and circumstances have gotten really hard.
We then explore the Wallet to Wealth movement and what it provides in terms of networking and growth opportunities for women. Finally, we wrap up by discussing how anyone can create a little more happiness in their day, every day, starting today.
Join us for an inspiring and informative discussion about happiness and wealth building.
We get into:
Resources:
Connect with Whitney
Connect with Simona
Free discovery call: https://hello.dubsado.com:443/public/appointment-scheduler/612f984ed55be0651882e2b7/schedule
5
3232 ratings
In this episode, we dive deep into the topic of wealth building with our guest Whitney Hammond, principle of Sovereign Wealth Management, having been in personal practice since 1997. Whitney is a recognized leader in the Canadian financial planning field and a frequent speaker at events focusing on estate planning.
With exceptional knowledge in wealth accumulation and preservation, Whitney coaches clients to build solid financial plans which include tax and estate plans, testamentary trusts, tax sheltered growth plans and, for business owners, comprehensive succession plans and exit strategies. Her expertise in wealth management and focus on delivering effective programs have allowed her to build trusting, intergenerational relationships with her clients.
She shares what happiness means to her and how it's about feeling content and fulfilled in life. We also explore our feelings of worthiness and the inherent differences between men and women, particularly in the realm of wealth building.
When talking about wealth, we discuss how important it is to look at the expectations we feel from other people versus what we have planned for ourselves.
We then delve into the first place women can start with building wealth and introduce the concept of starting your bucket. Our guest shares critical mind shifts that have happened for her when life and circumstances have gotten really hard.
We then explore the Wallet to Wealth movement and what it provides in terms of networking and growth opportunities for women. Finally, we wrap up by discussing how anyone can create a little more happiness in their day, every day, starting today.
Join us for an inspiring and informative discussion about happiness and wealth building.
We get into:
Resources:
Connect with Whitney
Connect with Simona
Free discovery call: https://hello.dubsado.com:443/public/appointment-scheduler/612f984ed55be0651882e2b7/schedule