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EPISODE · Feb 12, 2025 · 13 MIN

The Great Wealth Transfer

from Moolala: Money Made Simple with Bruce Sellery · host Bruce Sellery

There is about to be a transfer of wealth never seen before between boomer parents and their millennial children. but a new study from Vanguard suggests that it may not help you meet your financial goals as expectations might not match reality. Mario Cianfarani, Head of Sales and Distribution for Vanguard Investment Canada, joins us to take us through the findings. Find out more at vanguard.ca and connect on LinkedIn.

Episode metadata supplied by the publisher feed · Published Feb 12, 2025

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The Great Wealth Transfer

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