Interview With BMO Private Wealth Portfolio Manager episode artwork

EPISODE · Nov 14, 2020 · 25 MIN

Interview With BMO Private Wealth Portfolio Manager

from The Vancouver Life Real Estate Podcast · host Dan Wurtele & Ryan Dash, with Gurpreet Sohi

Bank of Montreal Private Wealth Portfolio Manager Gurpreet Sohi walks us through his role in helping individuals and families  manage their wealth and well being.   We talk financial literacy, tax codes and where he sees the current opportunities in the investment landscape. _________________________________ Contact Us To Book Your Private Consultation:📆 https://calendly.com/thevancouverlifeDan Wurtele, PREC, [email protected] Dash PREC778.898.0089 [email protected] www.thevancouverlife.com

Episode metadata supplied by the publisher feed · Published Nov 14, 2020

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Interview With BMO Private Wealth Portfolio Manager

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