Preserving Wealth

"Toronto-based research firm Strategic Insight projects that approximately $1 trillion in personal wealth will be transferred from one generation to the next in Canada between 2016 and 2026, with roughly 70% of that in the form of financial assets." – Advisors Edge January 30, 2018

 

"70 % of Wealth Transfers fail." – The Future of Estate Planning. Trusts and Estates June 2010

 

"65% of Canadians say it's likely they will leave an inheritance to their heirs or estate but only 46% of Canadians have a will." – Sun Life Canadian UnretirementTM Index, 2015.

7 Benefits of FIAs for Retirement

 Retirement is a Rollercoaster, Are You Prepared to Enjoy the Ride?

Nonfiction

Date Published: 9.2.21

Publisher: Mindstir Media

Imagine you are on a rollercoaster. The slight nervousness when you are in line waiting to board. The feeling of anticipation as you "clank, clank, clank" your way up to the top of the first peak, and then the rush of adrenaline as you accelerate through a feeling of freefall down the rails, followed by a jarring hard left turn followed by a jarring hard right turn. All this to stimulate your sense of danger and to create a true "thrill ride." The enjoyment of a rollercoaster can only be achieved when you know and trust that you are safe throughout the entire experience. If there was ever any doubt that you were safe, you wouldn't even think about riding.