Preparing your family for the future starts with a conversation today
An estimated $1.1 trillion is set to transfer across generations by 2026*
Did you know that many Canadian families are not adequately prepared to pass on their wealth? This is often due to a lack of communication and not having the right plan in place. The last thing any family wants is to be caught off guard by death or illness, without a proper wealth transfer plan in place. That’s why it’s so important to plan today.
The right estate plan is unique to you and considers all aspects of your family’s needs, today and tomorrow.
Your financial well-being was made possible through your efforts and diligence. The same focus and planning are important to help preserve your wealth and family legacy. Planning in advance helps you identify tax saving opportunities, mitigate potential financial gaps and maximize your current lifestyle. It’s never too early to put a wealth transfer plan in place, and you don’t have to feel like it’s set in stone. As your family grows and evolves, so can your plan.
We can help facilitate the discussions that need to happen.
While it can be an uncomfortable conversation, talking about wealth transfer openly with family members can strengthen relationships over generations.
Our team can help you create a customized tax-efficient plan to transfer your wealth and address topics like:
- Blended families
- Taking care of loved ones
- Family legacy & philanthropy
- Wills & trusts
- Special assets like vacation properties
- Business succession
You’ll have access to a diverse and specialized expert team with years of experience helping families thoughtfully navigate the opportunities and complexities of wealth transfer and estate planning. In addition to tailored family meetings and educational tools, ask us about preferred multi-generational pricing.
*Source: Investor Economics, 2018