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Log in to your client portalViewpoints about Transferring Wealth
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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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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.
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