The next decade will see a massive intergenerational transfer of wealth estimated at $1 trillion, the largest in Canadian history1. Yet there’s no guarantee that the digitally connected heirs to this windfall will turn to their parents’ advisors for financial advice and planning. That’s why we’ve put a focus on helping advisors attract and retain new generations of investors.
On Thursday, January 23, 2020 at 1 pm ET, Ingrid Macintosh, Vice President, TD Wealth and Head of Sales Enablement, Marketing & Communications provided insights into this topic, along with the following co-presenters.
Moderator:
Kim Parlee,
Vice President, TD Wealth and
host of Money Talk
Presenters:
Susan Mabley,
Associate Vice President and
Head of TD Private Trust Canada
Mark O’Farrell,
President, Canadian Institute of Certified Executor Advisors
Note: CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner and the CE Corner team will be applying to The Institute and IIROC for continuing education credits. If you attended the live webinar, you will receive an email notification when your CE certificate is ready, which can take up to one month.
For those who missed the live webinar, visit CE Corner to take a quiz after watching the recording.
If you have any questions, please contact continuing.education@tc.tc
1 Investor Economics Insight, January 2019. Strategic Insight.
This webinar by TD Asset Management is an exclusive benefit for Investment Executive readers, organized by the Newcom Media’s content services team.
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