24 min
EP54: Successfully Completing Your Succession Plan with Ron Harvey Turning the Page
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- Business
Schedule a complimentary virtual coffee with me and let’s talk about how you cater to high net worth investors! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Succession is a reality for everyone. Believe it or not, one day, you’re going to be ready to retire and enjoy the fruits of your hard work over the years. To do it right, it takes planning, preparation and the right mindset.
Today, we’re talking to someone who has gone through the process and had a successful exit from his business, Ron Harvey. We’ll dig into his story and how he was able to successfully put together a succession plan, look after his clients and still keep his hand in the industry he loves so much.
Ron Harvey has been a financial advisor for 30 years. He was Senior Financial Advisor with IPC for 9+ years and is a proud recipient of IPC’s Legacy Award in 2022. Before IPC, he was a Senior Financial Advisor and branch manager for two other firms. In his volunteer roles, he is Chair of the Board of FP Canada and has been a board member since 2017. He was a board member of CPA Ontario from the time of the merger of the three accounting bodies in 2014 until 2017. Prior to that, he was chair of CGA Ontario at the time of the merger. I am a Fellow of CPA Ontario and am also an FP Canada Fellow.
Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast
If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!
Cheers,
Chris
Schedule a complimentary virtual coffee with me and let’s talk about how you cater to high net worth investors! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Succession is a reality for everyone. Believe it or not, one day, you’re going to be ready to retire and enjoy the fruits of your hard work over the years. To do it right, it takes planning, preparation and the right mindset.
Today, we’re talking to someone who has gone through the process and had a successful exit from his business, Ron Harvey. We’ll dig into his story and how he was able to successfully put together a succession plan, look after his clients and still keep his hand in the industry he loves so much.
Ron Harvey has been a financial advisor for 30 years. He was Senior Financial Advisor with IPC for 9+ years and is a proud recipient of IPC’s Legacy Award in 2022. Before IPC, he was a Senior Financial Advisor and branch manager for two other firms. In his volunteer roles, he is Chair of the Board of FP Canada and has been a board member since 2017. He was a board member of CPA Ontario from the time of the merger of the three accounting bodies in 2014 until 2017. Prior to that, he was chair of CGA Ontario at the time of the merger. I am a Fellow of CPA Ontario and am also an FP Canada Fellow.
Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast
If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!
Cheers,
Chris
24 min