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Intergenerational Wealth Transfer

You’ve worked hard to build your wealth. We can help keep it working hard for your family for years to come.

Whether it’s helping your children buy a first home, transitioning the family business, or passing on a vacation property, developing a sustainable financial plan to manage family wealth effectively and efficiently requires specialized advice and a team of experts.
 

 

We also understand that although open family conversations about finances can be difficult, they can also enhance your family’s future financial well-being and relationships. (In some families, conversations about money never take place. As a result, beneficiaries are often unaware of their future financial situation until after a parent’s passing.) Our team can help you have a relaxed and constructive family discussion about shared values and goals that will clarify everyone’s needs and improve family communication.

In a relaxed conversation, we will address topics including:

  • Inheritance
  • Taking care of loved ones
  • Legacy
  • Wills and wishes
  • Business succession/transition planning

We invite you to speak with us today about creating a customized tax-efficient strategy to transfer your wealth in a way that reflects your wishes.

Chris Garofalo

  • P: 905-690-5822 
  • 10 Horseshoe Crescent
  • Waterdown, Ontario, L8B 0Y2
  • Investors Group Financial Services Inc.

Paul Donato

  • P: 905-628-6188
  • 252 King St W
  • Dundas, Ontario, L9H 1V9
  • Investors Group Financial Services Inc.

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