In The News - Rethinking Retirement and Wealth Planning for the Next Generation

Retirement today looks very different than it did for previous generations and Canadians are feeling the shift. A shift is underway in how Canadians approach retirement and wealth planning. Changing economic conditions and longer financial horizons are making it harder for many to save and plan the way previous generations did. In this podcast episode, host Kris McCusker speaks with John Sacke, Investment Advisor and Portfolio Manager at BMO Private Wealth, about emerging retirement trends, evolving approaches to wealth transfer, and the role proactive planning plays in helping families navigate new opportunities and risks.

Advisors play a key role in helping clients execute strategic ways to transfer wealth and ensure that their clients’ financial and retirement plans aren’t compromised as they help their children.

Listen to my insights on the topic in this CityNews podcast. 

 

Listen to the podcast

 

The rise of giving while living: Advisors play a key role in smart wealth transfer strategies

A shift is occurring as part of the great wealth transfer, in which trillions of dollars globally are expected to move from baby boomers to their millennial and Generation Z children during the next decade: Many aren’t waiting until they die to transfer their wealth.

Advisors play a key role in helping clients execute strategic ways to transfer wealth and ensure that their clients’ financial and retirement plans aren’t compromised as they help their children.

Read my insights on the matter in this new Globe & Mail Article. 

 

Read the Article