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Keyword: Wealth transfer

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man with laptop computer on sailboat

Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity

moving wealth with a group of trees shaped as pie chart financial graphs

Richardson GMP’s new focus is on intergenerational wealth transfer

extended family walking on beach

The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when wealth transfers take place

emale hand watering young plant with stack coin

Demand for sustainable investments will only grow as generational wealth transfer approaches

moving wealth with a group of trees shaped as pie chart financial graphs

Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath

keyboard with hot key for estate planning

Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition

Female clients need special treatment: report

Women will soon control almost half of Canadian assets, and require tailored advice

  • By: Leah Golob
  • September 22, 2017 November 18, 2018
  • 10:35
Helping millennials start saving

With this demographic’s net worth set to increase by 500% in the next 15 years, advisors will have to cater to the needs of this growing demographic, report suggests

A new RBC survey finds that those receiving wealth from inheritance — and those passing it on — could use some additional guidance about the way the process works

We’ve all seen the bumper sticker that reads: “I’m spending my kids’ inheritance.” It’s funny, right? Think again, states Toronto-based HomEquity Bank. According to the results of the 2016 Seniors’ Views of Inheritance survey recently conducted for that firm, a surprising 86% of Canadian seniors are unwilling to “forgo doing, achieving or acquiring something” in […]

  • By: Paul Brent
  • October 11, 2016 October 11, 2016
  • 23:55