As financial planners, it is our responsibility to ensure the proper steps are implemented for efficient asset transfer between generations. In order for this to occur, we must understand the needs and goals of the people involved. We strongly recommend a family meeting to uncover these needs and to plan accordingly.
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Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.
