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Wealth Generation, Asset Allocation Plan

Wealth Generation

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  • Delivery Time 1-5 Days
  • Response Time 1 Day

Description

As a wealth generation asset management expert, I can assist an Indigenous organization in several ways. Firstly, I can help the organization develop a financial resilience and innovation strategy. Secondly, I can provide guidance on investment strategies and asset classes. Thirdly, I can help the organization deal with competing priorities, limited funds, growing populations, and aging infrastructure. Fourthly, I can provide independent advice and clarity to the organization's governing body. Ultimately, my goal is to help the Indigenous organization manage its assets effectively and sustainably, while preserving its livelihoods and traditional knowledge.

About The Expert

Jules Swift

Asset Management Expert

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  • Location:

    British Columbia, Canada
  • Member since:

    April 4, 2023
$300

Addons Services

Ref #: 10583