Karen speaks with Fruitman Kates' Jamie Herman about going above and beyond to find solutions for UHNW families, the new requirements of CRA tax reporting, and the importance of excellent service and genuinely caring for the best interests of clients.
Karen speaks with Fruitman Kates' Jamie Herman about going above and beyond to find solutions for UHNW families, the new requirements of CRA tax reporting, and the importance of excellent service and genuinely caring for the best interests of clients.