Viewpoints about Legacy planning
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What is financial planning and why it is important for high-net-worth investors
In this episode, we’re going to discuss the macro trends we may see in the next quarter and highlight why defining a financial plan is very important, especially for high-net-worth investors.
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Get started on completing your estate planning homework
September is back to school time. Why not follow the trend, embrace your inner student and take the time to complete your estate planning homework?
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The family cottage and legacy planning
Many families want the cottage to stay in the family for generations. Did you know that preserving your family stories at the cottage is a way of preserving your family’s legacy and wealth?
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How to get started with will and estate planning matters
The following will review some scenarios and the possible consequences of not addressing our estate planning matters and invite us to redefine estate planning.
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Why don’t we want to deal with wills and estate planning matters?
There are two certainties in life – death and taxes. Canadians often plan for ways to reduce taxes, but many Canadians don’t have an up to date will.
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The benefits of philanthropy for high-net-worth investors
At Manulife Private Wealth, we believe that smart philanthropy, built on enduring partnerships, is the most effective way to deliver hope to those who need it most. In this article, we take a look at some of the benefits of charitable giving and the most effective ways of going about it.
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Preparing your family for the great wealth transfer
The greatest intergenerational transfer of wealth in Canada’s history is set to take place over the next few decades, but are high-net-worth families prepared for the shift?
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The Value of Strategic Philanthropy: Benefit your clients and practice (Podcast)
How can charitable giving offer you an edge? How can you grow your book while growing your clients’ charitable impact? Why should you discuss philanthropy with your clients? This episode will explore these questions and more.
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