#051: Financial Planning and the COVID-19 Pandemic: A Conversation with David Victor - a podcast by The Richard Dri Podcast

David Victor is a colleague of Richard’s at Scotia Wealth who prepares financial plans for clients with larger portfolios and complex issues. He is a former tax lawyer with work experience at some of the larger firms on Bay Street, and is also a chartered accountant, which he did before law school. His broad experience in working with tax issues and finance issues, and just the business world in general, renders him an ideal fit for his current role with Scotia Wealth. During today’s podcast, David and Richard discuss the impact that the pandemic and the market downturn may have had on their financial plans, explore retirement projections and estate plans, and look at the need to understand risk profiles before making asset allocation decisions. Throughout the episode, David also offers a number of useful examples, suggestions and strategies to assist investors in each of these areas.

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