Rick Maggi 2 March 2024 Women Advice, Well Being, Westmount Financial, Wealth Accumulation, Value of Advice Talking about money with your partner... Rick Maggi 2 March 2024 Women Advice, Well Being, Westmount Financial, Wealth Accumulation, Value of Advice Money can be a sensitive and challenging topic to discuss as a couple, especially if you have differing views on how to approach your financial affairs…
Rick Maggi 3 March 2023 Digital Advice, ChatGPT, Value of Advice, Westmount Financial Why investors want human advice... Rick Maggi 3 March 2023 Digital Advice, ChatGPT, Value of Advice, Westmount Financial Most investors want human advice. So what can a financial adviser do for you?
