Showing posts with label investing. Show all posts
Showing posts with label investing. Show all posts

Tuesday, April 26, 2022

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.

Saturday, April 16, 2022