Wealth transfer is a major industry focus with over $1.3 trillion expected to change hands in Canada over the next decade. It represents a massive opportunity for those who are ready to seize it.
With that in mind, we’re excited to launch our brand-new Wealth Transfer guide that was developed in collaboration with experts from iA Private Wealth, Investia Financial Services and Individual Insurance, Savings and Retirement.
What you need to know
This guide is designed to help you navigate one of the most significant shifts in wealth management. Whether you're engaging Baby Boomers, Gen X, or the next generations, the guide equips you with the tools and insights to :
- Strengthen relationships
- Retain assets, and
- Position yourself as a trusted family advisor.
We’re also pleased to announce the addition of the new dedicated Wealth Transfer section in the Advisor Centre where you’ll find the new web version of the guide with:
- An integrated search engine, and
- An interactive table of contents to make your navigation simple and faster
Together, these resources will provide strategies, tools, and educational content to support your effort through:
- Market insights: Understand the trends, risks, and opportunities tied to intergenerational wealth transfer.
- Client strategies: Learn how to build trust with spouses and adult children, and how to tailor your approach to different generations.
- Planning solutions: Explore estate planning, tax optimization, and product solutions like trusts and insurance.
- Educational material: Use the articles, webinars, and other educational materials to deepen your knowledge and support client conversations.
- Advisor checklist: Assess your readiness and identify areas to strengthen your practice.
Stay tuned! In the coming weeks, many of you will receive sales opportunity lists related to wealth transfer—a great way to put the guide’s strategies into action.
Need guidance?
Contact your sales team to discuss strategies and incorporate wealth transfer discussions into your client meetings.
