Investment Manager. I have spent over 30 years in money management and the planning of personal and corporate finances. I lived and worked internationally for 16 years, gaining a first-hand global perspective of financial markets in 35 countries on 3 continents.Insurance Broker. I have helped clients with their insurance needs for 15 years. It is not if something bad will happen to you and/or your family, but when! If you do not have adequate life, critical illness or disability insurance when disaster strikes, what happens to your family finances if you die or can not earn an income?
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