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Peter Drake: Fresh perspectives on estate planning

Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, discusses current demographic trends from the “bequest boom” to skyrocketing real estate, and how they impact estate planning and your clients.

June 27, 2016

Wealth transfer: Advisors need to help open lines of communication

In part 3 of our series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, discusses how kids’ expectations of wealth transfer are becoming increasingly unrealistic. He gives tips on how to broker communication between parents and the next generation about inheritance and retirement planning.

  • June 27, 2016 November 9, 2019
  • 14:00

Estate Planning: The in-between time

In part two of a three-part series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, discusses how to manage financial planning and family dynamics between the death of the first and second spouses.

  • June 23, 2016 November 9, 2019
  • 05:00

New demands on boomers pressure legacy and retirement plans

In part one of a three-part series, “Fresh perspectives on estate planning”, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives tips on how to help clients balance funding their own retirement with their desire to help the next generation with skyrocketing real estate and education costs.

  • June 21, 2016 November 9, 2019
  • 05:00