Send us a text Trevor Parry is a lawyer, father, and unapologetic patriot who helps entrepreneurs and professionals minimize taxes and navigate financial complexity. Grounded in a strong belief in limiting government overreach, Trevor provides strategic guidance and select financial solutions that empower clients to grow, protect, and preserve their wealth. He brings an objective, battlefield-level perspective to each situation—working alongside existing teams to answer key questions: What ...
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Send us a text Trevor Parry is a lawyer, father, and unapologetic patriot who helps entrepreneurs and professionals minimize taxes and navigate financial complexity. Grounded in a strong belief in limiting government overreach, Trevor provides strategic guidance and select financial solutions that empower clients to grow, protect, and preserve their wealth. He brings an objective, battlefield-level perspective to each situation—working alongside existing teams to answer key questions: What ...
EP 13: Cardinal Is Coming To Town with Scott McKee
The MBA Way
30 minutes
1 year ago
EP 13: Cardinal Is Coming To Town with Scott McKee
Send us a text After a brief but enjoyable discussion about his Scottish heritage and Scotland's football, we get into the main reason Scott McKee, Senior Investment Counselor at Cardinal Capital Management, is with us today. Cardinal Capital is opening a new location in Kelowna. The financial world is full of alphabet soup titles, with no shortage of designations for financial advisors, Scott explains. He breaks down the meaning of some of the most common acronyms: CFA (Chartered Financial A...
The MBA Way
Send us a text Trevor Parry is a lawyer, father, and unapologetic patriot who helps entrepreneurs and professionals minimize taxes and navigate financial complexity. Grounded in a strong belief in limiting government overreach, Trevor provides strategic guidance and select financial solutions that empower clients to grow, protect, and preserve their wealth. He brings an objective, battlefield-level perspective to each situation—working alongside existing teams to answer key questions: What ...
