Ep 87: Executing a Successful Succession Plan While Keeping It in the Family with Ken and Ryan White

Succession planning is a critical step for any business—but how are advisors approaching it? 

Tune in as Chris speaks with father-son duo Ken and Ryan White to explore how they’re managing the transition of their family-run advisory firm. 

Many advisors would love to keep their business in the family. They’ve spent years growing it and now maybe a son or daughter would love to take over and keep the family tradition going. Today we’re talking to a father-son duo who is doing just that: Ken White and Ryan White with Guelph Financial in Guelph, Ontario.

Ken White is a Financial Consultant who has worked in the financial industry since 1992. In addition to his full financial and estate planning services, he has become passionate about helping families with special needs. Now an expert in the area of little-known government programs like RDSP’s and Henson Trust’s, Ken is able to add extra value that is not normally presented, to those who need it most. 

Ryan White is a Financial Advisor who joined Guelph Financial in 2017 after getting his start in the Financial Industry in the spring of 2000.  Across two of Canada’s Big Five Banks, Ryan began his career as a Bank Teller and worked his way up through Advisory roles eventually earning the title of Branch Manager, where he led and motivated teams to achieve results. 

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