Articles & Insights
Financial Post: Managing Wealth  |  24 June 2012

How to create a wealth transfer plan

A mindfulness of mortality is sweeping through Baby Boomers as their parents age and pass away. Heretofore so adept at turning back the clock … isn’t 60 the new 40?
But Baby Boomers are waking up to the fact that some passages just can’t be postponed. This newfound awareness combined with their own children reaching adulthood has focused many wealthy Boomers on the need to overhaul their own wealth transfer plans. Read more >