This is my 8th annual year end investment review for Trusts. As I have indicated in the past, Trustees are accountable for a prudent investment policy. This includes a review of the performance of the investments in the Trust. For Trusts that hold a portfolio of marketable securities, a fundamental…
2017 – Fake News & Fidget Spinners
By Paul FensomcloseAuthor: Paul Fensom
Name: Paul Fensom
Email: paul.fensom@scotiawealth.com
Site: https://www.scotiawealthmanagement.com/
About: Scotiatrust offers a full range of estate, trust and philanthropic advisory services designed to meet a client’s personal objectives and designed to evolve across a variety of life stages and financial events. Email: paul.fensom@scotiawealth.comSee Authors Posts (72) • January 11, 2018 • 0 Comments
Email: paul.fensom@scotiawealth.com
Site: https://www.scotiawealthmanagement.com/
About: Scotiatrust offers a full range of estate, trust and philanthropic advisory services designed to meet a client’s personal objectives and designed to evolve across a variety of life stages and financial events. Email: paul.fensom@scotiawealth.comSee Authors Posts (72) • January 11, 2018 • 0 Comments