Did you know that:
 | $750 billion is expected to change hands over the next 10 years? That’s the amount Canadians expect to inherit1 from their parents | ||
| When money changes hands, so do advisors. There’s a strong likelihood the inheritors will change financial advisors2 | ||
| Older Canadians are often reluctant to start inheritance conversation with their advisors3 |
Use Manulife Investments’ estate planning resources and Segregated Fund Solutions to address these issues.
We have estate planning videos, client brochures, and an online calculator to help guide your conversations.
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For more information contact your Manulife Investments Sales Team.
1 CIBC study/Financial Post article.
2 Investor Economics, “An Emerging Business Opportunity for the Canadian Financial Services Industry,” December 2013
3 Survey results confirm anecdotal evidence that a majority of Boomer and Retired households are reluctant to engage their financial advisors in discussions about the transfer of wealth. BMO Retirement Inheritance Survey, 2009.