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In this episode Peter and Dave are back to raise everyone's financial knowledge another notch as they are joined by special guest Janice Sowden to discuss everything you should know about Portfolio Management. From key definitions and differences in fees and tax deductibility with portfolio managers to fiduciary obligations and accredited investment vehicles - we cover how everyone can benefit by using a professional portfolio manager for your investments. If you have a question for Peter you can send it to yourmoney (at) everythingfinancial (dot) com.
See omnystudio.com/listener for privacy information.
By Everything Financial GroupIn this episode Peter and Dave are back to raise everyone's financial knowledge another notch as they are joined by special guest Janice Sowden to discuss everything you should know about Portfolio Management. From key definitions and differences in fees and tax deductibility with portfolio managers to fiduciary obligations and accredited investment vehicles - we cover how everyone can benefit by using a professional portfolio manager for your investments. If you have a question for Peter you can send it to yourmoney (at) everythingfinancial (dot) com.
See omnystudio.com/listener for privacy information.

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