A New Category of Financial Advice
With an aging population and the enormous wealth transfer, comes a new category of financial advice: Wealth Transition Planning.
Wealth transition planning is when advisors help clients organize their most important financial, legal and contact information before tragedy strikes. At death, advisors can provide invaluable assistance to grieving families, on a compliant and efficient basis.
Peace of Mind Proposition
QE has made it easy to add significant value to my estate organization and wealth distribution process; one of the most overlooked and neglected areas of financial life planning.R. Lachine CFP, Ontario
QE has opened up a tremendous new revenue stream and helped us meet the children of clients who will be the eventual benefactors of their parents wealth.D. Sommerville CFP, Ontario