People need to realize there is a seriousness to planning for Indigenous clients’ – Wealth Professional
Jun 23, 2022
Toronto-based financial planner offers perspective on how advisors need to mind their language when working with Indigenous clients
While he doesn’t claim to have an authoritative grasp of all facets of Indigenous culture, Mike Carlson is able to speak from a place of connection that comes both from his family’s past and his own experiences.
“My Indigenous roots come from two pieces. On my dad’s side, my great grandmother was a member of the Osoyoos Band in the South Okanagan, which is in British Columbia,” Carlson, a financial planner based in Toronto, told Wealth Professional.
