Transitioning wealth: How ready is your family?
Did you know that many Canadians are not adequately prepared to pass on or inherit family wealth? This is often due to a lack of communication and planning.
Whether it’s helping your children buy a first home, transitioning the family business, or passing on a vacation property, formulating a plan to transfer your wealth effectively and efficiently calls for guidance.
Building, protecting and seamlessly passing on wealth requires advance planning and expert advice. Learn how our holistic planning approach creates bespoke solutions to help make the most of your wealth, now and for generations to come.