The Selling Successfully Podcast

Smart Exit: The Power of Wealth Management

Jim Friesen - Portage M&A Advisory Season 1 Episode 7

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0:00 | 23:25

Amidst the daily hustle, it's crucial that business owners do not overlook the long-term financial health of their business and personal wealth. Learn how in the latest episode of The Selling Successfully Podcast, when Portage Founder and Partner Jim Friesen sits down with guest Edward Lee, Investment Advisor at RBC (edward.e.lee@rbc.com)

To learn more about Portage M&A Advisory visit our website at: portagemaadvisory.com


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