These short videos cover the questions our clients ask most: how to pass wealth to the next generation without conflict, what happens to a family business or a cottage at death, and how to leave more of your estate to your family and less to the CRA. Prefer to read? Browse the articles.
01 Start here
You’ve worked hard to build your wealth. Now, you’re facing one of your biggest challenges: how to pass it on to the next generation. It’s a journey many families struggle with, but you don’t have to go it alone.
Dr. Tom Deans is one of the most listened-to voices on family wealth transfer in North America. We hosted him for a session on why wealth transitions fail, and what families who get it right do differently. The full conversation, in segments, with our commentary.
August 9, 2024 · Hosted by Doug Leyland
02 More to watch
October 22, 2024
Listen to the Podcast: Life Insurance Strategies for Wealth Transition I had the opportunity to sit down with Randy Gunn from BULLWEALTH…
Watch and readOne conversation answers it. Confidential, unhurried, and without obligation.