RBC recently released their Wealth Transfer Report 2017. Some of results confirm what we have read for years about the percentage of people who have proper Wealth Transfer Plans in place. What caught my eye, were the survey results about the inheritor experience and educating the next generation. By way…
Knowledge: The Inheritors’ Perspective
By Paul FensomcloseAuthor: Paul Fensom
Name: Paul Fensom
Email: paul.fensom@scotiawealth.com
Site: https://www.scotiawealthmanagement.com/
About: Scotiatrust offers a full range of estate, trust and philanthropic advisory services designed to meet a client’s personal objectives and designed to evolve across a variety of life stages and financial events. Email: paul.fensom@scotiawealth.comSee Authors Posts (72) • June 1, 2017 • 0 Comments
Email: paul.fensom@scotiawealth.com
Site: https://www.scotiawealthmanagement.com/
About: Scotiatrust offers a full range of estate, trust and philanthropic advisory services designed to meet a client’s personal objectives and designed to evolve across a variety of life stages and financial events. Email: paul.fensom@scotiawealth.comSee Authors Posts (72) • June 1, 2017 • 0 Comments