Baby Boomers, Millennials & Wealth Transfer: What You Need to Know

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Retiring Canadians have worked a lifetime to build their net worth, and many are set to be part of the biggest transfer of wealth in our history. This session will provide insights on how Canadians can best prepare for smooth intergenerational wealth transfer by working with their advisors on creating a plan that protects what matters most to both the benefactor and the beneficiary.