An Advisor's Role in the World of Small Business Owners

This month, Crowe Soberman partner Jordan Caplan, was a guest on Take The Money podcast with Philip Marion and David Winnell to discuss how he guides and advises clients - all while rules, government support programs and policies are in constant flux. Serving family offices, individuals and owner operated businesses across Canada, Jordan provides both an unbiased picture of the current state of affairs and an optimistic vision forward.

To learn more, check out this episode of Take The Money directly on Anchor FM or on Spotify on any of your devices.