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The Great Wealth Transfer: Planning, Taxes, and Family Conversations episode artwork

EPISODE · May 23, 2026 · 26 MIN

The Great Wealth Transfer: Planning, Taxes, and Family Conversations

from Planning your Financial Future · host IG Wealth Management Inc., Mutual Fund Division

Send us Fan MailOn this week of "Planning Your Financial Future", Don and Mitch discuss rising financial anxiety, real estate volatility, and the massive wealth transfer now underway. They explain why communication, tax planning, and proper estate preparation are essential, especially as many Canadians face their largest-ever tax bills at death.This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Advisor. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.IG Wealth Management Inc., Mutual Fund Division 

What this episode covers

Send us Fan Mail On this week of "Planning Your Financial Future", Don and Mitch discuss rising financial anxiety, real estate volatility, and the massive wealth transfer now underway. They explain why communication, tax planning, and proper estate preparation are essential, especially as many Canadians face their largest-ever tax bills at death. This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a s...

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The Great Wealth Transfer: Planning, Taxes, and Family Conversations

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Frequently Asked Questions

How long is this episode of Planning your Financial Future?

This episode is 26 minutes long.

When was this Planning your Financial Future episode published?

This episode was published on May 23, 2026.

What is this episode about?

Send us Fan MailOn this week of "Planning Your Financial Future", Don and Mitch discuss rising financial anxiety, real estate volatility, and the massive wealth transfer now underway. They explain why communication, tax planning, and proper estate...

Can I download this Planning your Financial Future episode?

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