The great Canadian wealth transfer: From baby boomers to beneficiaries

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Smart Advice with Carissa Lucreziano not yet transcribed

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Recorded03 Jul 2023

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Show notes

Canada is currently experiencing one of the largest intergenerational wealth transfers in history. An estimated $1.1 trillion will change hands as the baby boomer generation passes on their wealth. But passing assets to your beneficiaries isn’t as simple as handing over the key to a house.In this episode of the Smart Advice podcast, we revisit a timely conversation from our recent virtual event with CIBC experts Richard Voss, Director of Wealth Strategies, and Marilyn Andrade, Senior Trust and Estate Consultant. This episode is highly relevant to anyone looking to pass on assets whether it’s a house, investments or heirlooms and to the beneficiaries receiving them.

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