Wealth Management

Planning for Your Digital Assets

Wealth Series
Date:
September 26, 2023

Today, digital asset management is increasingly important for both businesses and individuals. Fiona Tan and Philippe Ryan-Giroux held a webinar exploring the world of digital asset management.

Discover the diversity of digital asset types, from logos to cryptocurrencies and non-fungible tokens (NFTs). Learn more about the risks associated with these assets, including password security and hacking.

This session will also enable you to learn more about certain legal aspects in the U.S. and Canada, and to understand why good legal documentation is crucial. You will also gain valuable information on creating a digital estate plan, securing your assets and managing your passwords.

Finally, you will learn more about navigating estate services and social media policies after a death.

Recording

Pembroke Speakers

Philippe Ryan-Giroux, CFP, F. Pl., RIS

Director of Financial Planning

Philippe Ryan-Giroux brings over 15 years of experience helping individuals and families achieve financial peace of mind. He specializes in personalized strategies across retirement, tax, investment, insurance and estate planning. He is known for his clarity, creativity and client-first approach.

Fiona Tan, CIM®

Vice President, Account Manager

Fiona Tan is a trusted advisor to Pembroke’s high-net-worth, multi-generational families. With a background in finance and economics, she combines analytical rigour with empathy to help her clients articulate and achieve their financial goals. A core component of Fiona’s approach is adapting to each client’s investment personality to help them make financial decisions.

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