25 minutes | Oct 22nd 2020

#93: Leadership Chat: Wealth Management with Shawna Perron

Join our discussion with the portfolio manager of Cumberland Private Wealth and host of Take Control of Your Wealth podcast, Shawna Perron, where we talk about wealth management, touching on:

  • Her journey to becoming a portfolio manager and what drew her to the industry
  • Portfolio management strategies
  • Asset allocation in today's market environment
  • The future of investment management

 

 

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