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For too long, financial advisor Mike Preto would come across investors in their 70s and 80s with big portfolios who never had the confidence to spend their hard-earned and well-invested money.
“They were always worried about running out,” he says, adding that many expressed regrets they didn’t enjoy their money more when they were younger.
Frustrated by these unfulfilled experiences, Mr. Preto and his team at Vancouver-based Hillside Wealth Management with iA Private Wealth Inc. decided to reframe the business to help clients create bucket lists earlier in life – and…