The Fraud Protection Premium: Why High-Net-Worth Individuals Still Fall for Sophisticated Scams
Financial threats are becoming more sophisticated, but the right systems and awareness can make all the difference. Today, we explore how families and leaders can approach wealth with greater confidence.
Episode notes
Welcome to today’s episode of the CanadianSME Small Business Podcast, where Kripa Anand brings you conversations on protecting the people, decisions, and strategies behind successful businesses. Financial threats are becoming more sophisticated, but the right systems and awareness can make all the difference. Today, we explore how families and leaders can approach wealth with greater confidence. Joining us is Brooke M. Dean , SCFP, RRC, TEP, CIM/Senior Financial Planner at BMD Financial Ltd. with Raymond James Ltd . A Certified Financial Planner, Registered Retirement Consultant, Trust and Estate Practitioner, and Chartered Investment Manager, Brooke brings more than two decades of experience helping families navigate wealth decisions and major life transitions.
