Do you want to start saving time so you can focus more on the things that matter the most to you?
In this episode, the executive managing director of tax and wealth at Harbourfront Wealth Management, Paul Marion, joins Kris Dureau to unveil everything you need to know about family offices and how they differ from traditional wealth management firms. Paul explains how family offices offer clients the control and flexibility they need when having a team managing their finances and investments.
- The purpose of family offices and the reasons they have increased over the past years
- Reasons why a family office may be a right fit for you
- How to get started with your family office
- The practical side of family offices
- And more!
Connect with Paul Marion:
Connect with Kris Dureau:
- Three Hats Financial
- Facebook: Three Hats Financial
- LinkedIn: Kris Dureau
- Book a call with Kris
- Harbourfront Wealth Management
About Our Guest:
Paul Marion is a demonstrated leader with over thirty years of senior management experience. Having dedicated the past two decades to championing growth and innovation within the Canadian financial industry, Paul has held several leadership roles and now serves as the executive managing director of tax & wealth planning at Harbourfront Wealth Management.
Third-party services and advice are received on a best effort basis, when every attempt is made to receive the best services and advice there is no guarantee that they will generate the best results in all circumstances. Clients are free to seek independent services and advice. Harbourfront Wealth Management Inc. will not be responsible for any damages that may occur from these third-party service providers. Clients may have to deal with separate regulatory bodies in case there is a dispute. There may or may not be a referral fee received, please ask your advisor for more information.