Our hosts Daren Givoque and Tina Murray are joined today by Vipul Arora, CFA. Vipul is a Portfolio manager with Assante Wealth Management and partner at O’Farrel Wealth and Estate Planning, based in Kemptville. Vipul brings his background in investment and research analysis to assist financial advisors and clients alike in determining which investments they should buy, which they should sell, and most importantly why they should be making those moves. Whether you’re wondering where to start, looking to grow your wealth or portfolio, or a seasoned investor, this episode is for you!
Find more on Vipul and gain access to all of our life transition professionals at www.mycleanbreak.ca. There you’ll find information on our coaching services, past episodes, blog posts, and clear and simple advice to help guide you through to the other side of any of life’s transitions.
Questions about your next steps? Connect with us at email@example.com