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WP Talk  

WP Talk

WP Talk is a podcast from Wealth Professional Can

Author: WP Talk

WP Talk is a podcast from Wealth Professional Canada, an online and print publication for financial advisors across the country. Go to www.wealthprofessional.ca for all the latest industry news and views or to subscribe to our daily newsletter. Financial Advice, Planning News & Resources Wealth Professional https://www.wealthprofessional.ca
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Language: en

Genres: Business

Contact email: Get it

Feed URL: Get it

iTunes ID: Get it


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An advisor plans his own retirement
Thursday, 26 February, 2026

Jeff Keller, Senior Financial Advisor at CI Assante, shares how he's getting ready to retire. Keller shares the technical details and emotional challenges of this process. From the arrangement he's made to sell his book, to how he'll keep working, to how he's mentally preparing for life without his work.

 

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