How to Build Wealth Human vs Financial Capital











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When wealth planning, we tend to focus on the balance sheet. “What are my assets? How do I grow my portfolio for my retirement? How do I optimize for effective tax strategies?” Often overlooked is that the entire wealth-building process begins and ends with human capital – especially if you’re young-to-middle-aged. • Whether you’re self-employed, an executive, or in a highly specialized field, Portfolio Manager Caroline Maughan explains how economic net worth is calculated at every stage and shows you how wealth allocation changes over a lifetime. • -- • Visit our website Claret.ca: https://www.claret.ca • Follow us: • Twitter:   / claretdotca   • Facebook:   / claretdotca   • LinkedIn:   / claretdotca  

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