Mountains and Lake

December 5, 2023

Day In A Canoe

Listen to the Podcast.

On the Sunday before Thanksgiving, I was privileged to “spend the day in a canoe” with my friend Nathan Mersereau. This podcast is the highlight reel of our conversation. We were not literally in a canoe; Nathan is simply friends with people he would enjoy being in a canoe with.

Nathan runs a fascinating wealth management business in the US. One of the core competencies of Planning Alternatives relates to generational wealth planning and their coaching of all individuals involved. It’s a refreshing approach that results in being “part of the heard, not the herd.”

Enjoy the canoe trip.

Day In A Canoe Podcast - Click to listen

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