January 31, 2023

James Hunter on destigmatizing wealth management for our Baby Boomers

“We are seeing an aging population. Around 40% of individuals over the age of 65 experience some sort of memory loss. So, it is going to become more of an issue especially where wealth management is concerned and the dynamics of the advisor-client relationship…”, States James Hunter, Head of Wealth Management at Echelon Wealth Partners Inc., in an interview with InvestorIntel’s Tracy Weslosky.

James went on to say that older adults should have a plan ready for any financial uncertainty and a good advisor can help with that. He said that Echelon advisors are equipped with this advice. They can give advice around seeking power of attorney and advice in terms of who to appoint as the power of attorney. Echelon can make sure that a client’s documents are in a centralized safe location that family members and trusted individuals are aware of where those documents are.

To access the complete interview, click here

 

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One response

  1. Fritz Avatar
    Fritz

    I’m a baby boomer, private investor in the resource market and learning every day something new and interesting. I don’t suffer from loss of brain power, loss of memory or any other of this nonsense being spread on this channel, which I usually consider as a good good source of information for my investments. Maybe you should share your enlightening experiences in a pension home, where sales men try to convince elderly people to buy a feet warmer when temperatures are above 25c.

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