Last updated: January 21 2015
Barb Reimer from Calgary, Alberta recently completed Elements of Real Wealth Management and she believes the course will improve her preservation practices.
“(My objectives were to) understand the questions that I need to think about to preserve and transition my wealth.”
Barb said her goals for taking the course were met and she “widened my base of knowledge and made me ask myself some new questions about how I manage my finances.”
She said she now feels more confident on how she will attend to her finances moving forward.
“If you want to expand your knowledge of managing personal finances with a long horizon in mind, this course is very helpful.”