Nancy Graham CPA, CA, CIM, CFP, TEP

Portfolio Manager
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  • 1.800.230.5544
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  • 265 Carling Avenue,
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  • Ottawa, Ontario K1S 2E1

What you learned as a risk taking entrepreneur could be harmful to your long term wealth.

February 4, 2011 - 0 comments

You have built your wealth by taking risk, you have been very involved in the creation of your wealth, maybe through a business.  You have exercised considerable control over decisions and actions and outcomes in your business. You are financially independent. Now what? Many wealthy people take the lessons learned in these environments and transfer them to the management of their investments. I recently spoke with Leah Walker of CFRA’s Business at Night about the perils of this. Listen here to learn about how a change of mindset is needed when going from building wealth to preserving it.

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