Kamal Lidder - Top Financial Planning Tips for High Net-Worth Individuals

Managing wealth isn’t just about making money—it’s about keeping and growing it wisely. In this video, Kamal Lidder, a trusted wealth advisor at Canaccord Genuity Wealth Management, shares five essential financial planning tips tailored for high-net-worth individuals (HNWIs).

Here’s what you’ll learn:

  • Smart tax strategies to keep more of your wealth
  • How to diversify your investments for long-term growth
  • Estate planning tips to secure your family’s future
  • The role of insurance in protecting your assets
  • Why working with a financial advisor is a game-changer
Whether you’re an entrepreneur, investor, or business owner, these insights will help you make smarter financial decisions and build lasting wealth.

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