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
Embed this episode
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...
NOW PLAYING
The Great Wealth Transfer: Planning, Taxes, and Family Conversations
No transcript for this episode yet
Similar Episodes
No similar episodes found.