--- title: Wealth transfer | Show the impact in just a few clicks description: With the estate costs calculator, you can show your clients how choosing segregated funds versus mutual funds can affect the amount of wealth they pass on to their loved ones. image: https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/OG_PROJ-19-6_Hero_INSTANT_IA_EN.jpg --- [![iA-EN](https://iaconnected.ia.ca/hubfs/iAAH/Common/Logos/iA-EN.svg "iA-EN")](https://iaconnected.ia.ca/) [FR](https://linstantia.ia.ca/montrez-impact-en-quelques-clics/tags/epargne) # iA CONNECTED Your ongoing source of information. ![Hero\_image\_seul\_Dskp](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/Hero_image_seul_Dskp.jpg) ![Hero\_Instant\_iA\_Modifie\_dsktp](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/Hero_Instant_iA_Modifie_dsktp.jpg) [Home](https://iaconnected.ia.ca/) ### Wealth transfer | Show the impact in just a few clicks August 17, 2026 Share with your colleagues | [![iA Groupe financier - Facebook](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-fb.png?width=31&name=ico-fb.png)](https://www.facebook.com/sharer/sharer.php?u=https://iaconnected.ia.ca/wealth-transfer-show-the-impact-in-just-a-few-clicks/tags/savings) [![iA Groupe financier - Linkedin](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-in.png?width=39&name=ico-in.png)](https://www.linkedin.com/sharing/share-offsite/?url=https://iaconnected.ia.ca/wealth-transfer-show-the-impact-in-just-a-few-clicks/tags/savings) [mailto:?subject=[Shared%20article]%20Wealth%20transfer%20|%20Show%20the%20impact%20in%20just%20a%20few%20clicks&body=I%20recommend%20that%20you%20read%20the%20article%20'Wealth%20transfer%20|%20Show%20the%20impact%20in%20just%20a%20few%20clicks'%20on%20iA%20CONNECTED:%20https://iaconnected.ia.ca/wealth-transfer-show-the-impact-in-just-a-few-clicks/tags/savings](mailto:?subject=[Shared%20article]%20Wealth%20transfer%20|%20Show%20the%20impact%20in%20just%20a%20few%20clicks&body=I%20recommend%20that%20you%20read%20the%20article%20'Wealth%20transfer%20|%20Show%20the%20impact%20in%20just%20a%20few%20clicks'%20on%20iA%20CONNECTED:%20https://iaconnected.ia.ca/wealth-transfer-show-the-impact-in-just-a-few-clicks/tags/savings) Wealth transfer | Show the impact in just a few clicks 1:53 With the [estate costs calculator](https://iaa.secureweb.inalco.com/ESMWPN38), you can show your clients how choosing segregated funds versus mutual funds can affect the amount of wealth they pass on to their loved ones.  The calculator gives a clear illustration of the impact of certain fees and the value of a well-planned strategy. [![Try the calculator](https://no-cache.hubspot.com/cta/default/4733265/a70b20ff-2d01-4ef2-8285-56a2ac7fe05d.png)](https://cta-redirect.hubspot.com/cta/redirect/4733265/a70b20ff-2d01-4ef2-8285-56a2ac7fe05d) The tool will help you:   **Wealth can be transferred, and so can trust**   Did you know that 80% of partners change financial advisors after their spouse passes away?1 With $1.3 trillion expected to change hands over the next decade,2 every client conversation is an opportunity to **build lasting relationships with the people who will play a key role in future decisions**—spouses, children and other family members. The calculator helps support your recommendations with real-life numbers, showcases your expertise and makes your conversations even more compelling.   | **Discuss wealth transfer with confidence** Along with the [estate costs calculator](https://iaa.secureweb.inalco.com/ESMWPN38), there are other tools available: - [Wealth transfer advisor guide](https://iaa.secureweb.inalco.com/cw/-/media/extranet/ia-advisor-centre/individual-insurance-savings-retirement/wealth-transfer/13-1269A_WealthTransfer_Guide_Conseiller.pdf) - [New web page for clients on ia.ca](https://ia.ca/wealth-transfer) - [Summary of key tools and documents](https://iaa.secureweb.inalco.com/cw/-/media/extranet/ia-advisor-centre/individual-insurance-savings-retirement/wealth-transfer/PROJ-34-7a_WealthTransfer_PDF_Marketing.pdf) - [Segregated funds: a key role](https://iaa.secureweb.inalco.com/cw/-/media/documents-repository/individual-insurance-savings-and-retirement/individual-savings-and-retirement/2026/04/proj-34-16a-optimize-the-legacy-simplify-the-transfer.pdf) - [Prestige preferential pricing](https://iaa.secureweb.inalco.com/cw/-/media/documents-repository/individual-insurance-savings-and-retirement/individual-savings-and-retirement/2019/06/prod11047897.pdf) - [Toolbox](https://iaa.secureweb.inalco.com/cw/-/media/documents-repository/individual-insurance-savings-and-retirement/common/2026/04/wealth-transfer-toolbox.pdf) | | --- |   Over the next few weeks, we’ll be reaching out to clients by email to help initiate these conversations. **Build on that momentum—the best time to start the wealth transfer conversation is now!**   [![visuels\_campagne wealth transfer\_EN](https://iaconnected.ia.ca/hs-fs/hubfs/Individuel/visuels_campagne%20wealth%20transfer_EN.png?width=660&height=324&name=visuels_campagne%20wealth%20transfer_EN.png)](https://ia.ca/transfert-de-patrimoine)  1 « Death and Finances with Jane Blaufus », Episode 3, 2019, Financial Advice For All. 2 « Household Balance Sheet Update and Rebased Forecast 2024 », Investor Economics.   Topic : [Savings](https://iaconnected.ia.ca/tag/savings) Written by [iA](https://iaconnected.ia.ca/author/ia) 2027-08-17 00:00:00 [Previous](https://iaconnected.ia.ca/ia-seg-funds-standout-net-performance-and-protection/tags/savings) [Next](https://iaconnected.ia.ca/empathy-your-clients-will-soon-hear-about-it/tags/insurance) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. ### Categories - [Digital evolution (28)](https://iaconnected.ia.ca/tag/digital-evolution) - [Economic news (4)](https://iaconnected.ia.ca/tag/economic-news) - [Insurance (56)](https://iaconnected.ia.ca/tag/insurance) - [Miscellaneous (6)](https://iaconnected.ia.ca/tag/miscellaneous) - [Portfolio Managers (9)](https://iaconnected.ia.ca/tag/portfolio-managers) - [Savings (50)](https://iaconnected.ia.ca/tag/savings) ### Stay informed [![Your tools](https://iaconnected.ia.ca/hubfs/Covid_microsite/en/Button-tools-en.png "Your tools")](https://iaconnected.ia.ca/your-tools) [![Procedures and FAQ](https://iaconnected.ia.ca/hubfs/Covid_microsite/en/Button-PROCEDURES-en.png "Procedures and FAQ")](https://iaconnected.ia.ca/useful-links) ![La compil macro](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2026/WGAM-1-7_Microsite_Playlist_Macro_PPT2_1920x1080_EN.jpg) ### The economic ideas driving the markets! 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