Viewpoints about Transferring wealth
-
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.
Read more
-
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.
Read more
-
A digital world: how the pandemic has changed estate planning
In this article, we take a look at some of the most interesting changes resulting from the pandemic and consider what it means for the advisor-client relationship in future.
Read more
-
A year in review – The unintended consequences of the pandemic on estate planning (podcast)
Learn about the unintended consequences of the pandemic on estate planning including the increased use of technology and impact of the housing market.
Read more
-
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?
Read more
-
Cottage succession planning: keeping the family cottage in the family (podcast)
This episode features Frances Donald, chief economist, who will provide a macro outlook, and John Natale, head of Tax, Retirement & Estate Planning Services, who will provide an in-depth look at succession tax considerations and wealth transfer strategies.
Read more
- Previous
- 1
- Next