Revolutionizing Wealth Management

Episode 8 of the The FinTech Effect with Host, Sue Britton podcast, hosted by Firefly Growth, titled "Revolutionizing Wealth Management" was published on January 23, 2024 and runs 49 minutes.

January 23, 2024 ·49m · The FinTech Effect with Host, Sue Britton

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Episode Description

In episode 8, Sue is joined by Lorenzo Pedersani to explore the impact of FinTechs on the wealth management industry and how they are serving to bridge the gap between traditional investing and alternative asset classes. Lorenzo is the CEO of Westmount Wealth, a Vancouver-based wealth management firm with an innovative approach to high-level investment management and financial planning.

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