Ward B. Hinkle

Advising Expats

The bow wave of the baby boomer generation reaches 62 this year. As they hit retirement, many will follow the sun and relocate to the southern U.S., either on a part- or full-time basis. The question for Canadian advisors is how to ensure they’re able to continue working with these important clients, for whom they’ve […]

By Ward B. Hinkle | August 1, 2008

5 min read