NextGen Wealth Transfer
By TD Asset Management with Newcom Media Inc.
The next decade will see a massive intergenerational transfer of wealth estimated at $1 trillion, the largest in Canadian history1. Yet there’s no guarantee that the digitally connected heirs to this windfall will turn to their parents’ advisors for financial advice and planning. That’s why we’ve put a focus on helping advisors attract and retain new generations of investors.
1 Investor Economics Insight, January 2019. Strategic Insight.