The end of the calendar year is a good time for Trustees to review both the investment performance as well as investment objectives of the Trusts for which they are responsible.
Reviewing investment performance
By Paul FensomcloseAuthor: Paul Fensom
Name: Paul Fensom
Email: paul.fensom@scotiawealth.com
Site: https://www.scotiawealthmanagement.com/
About: Scotiatrust offers a full range of estate, trust and philanthropic advisory services designed to meet a client’s personal objectives and designed to evolve across a variety of life stages and financial events. Email: paul.fensom@scotiawealth.comSee Authors Posts (72) • January 7, 2011
Email: paul.fensom@scotiawealth.com
Site: https://www.scotiawealthmanagement.com/
About: Scotiatrust offers a full range of estate, trust and philanthropic advisory services designed to meet a client’s personal objectives and designed to evolve across a variety of life stages and financial events. Email: paul.fensom@scotiawealth.comSee Authors Posts (72) • January 7, 2011