Advisor's Edge Report
Share
David Shlagbaum was part of a panel of three experts, including Stan Tepner (VP, CIBC Wood Gundy) and Malcolm Burrows (Head, Philanthropic services, Scotiabank), interviewed for the lead article in the January, 2014 edition of Advisor's Edge Report, on the matter of Morris Lewis: a case study on succession and estate planning.
b3c1df73394c4f40af2f3aee992bc36a.tmb-cfthumb_l.webp?Culture=en&sfvrsn=b08d9059_1)
.tmb-cfthumb_l.webp?Culture=en&sfvrsn=b1c1abf0_1)
.tmb-cfthumb_l.webp?Culture=en&sfvrsn=f19f8b90_1)
.tmb-cfthumb_l.webp?Culture=en&sfvrsn=fafcf9c0_1)
.tmb-cfthumb_l.webp?Culture=en&sfvrsn=f5c934c1_1)