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On this Episode our host Paul sits down with Kris Read a Certified Financial Planner at major bank in Canada. Kris is a full service Financial Planner who manages millions of dollars in investments for his clients in addition to providing advice on all aspects of their financial goals. Kris goes over the top 5 things you should review before the end of the year, when it comes to your finances. Listen to this episode and you will be ready for 2020!
By Cash Rules - Financial PodcastOn this Episode our host Paul sits down with Kris Read a Certified Financial Planner at major bank in Canada. Kris is a full service Financial Planner who manages millions of dollars in investments for his clients in addition to providing advice on all aspects of their financial goals. Kris goes over the top 5 things you should review before the end of the year, when it comes to your finances. Listen to this episode and you will be ready for 2020!