Name
Trend 1 (Concurrent): Intergenerational Wealth Transfer
Date & Time
Wednesday, June 12, 2024, 2:05 PM - 2:50 PM
Speakers
Michael Flux, Wealth Advisor, Connor Clark and Lunn
David O'Leary, Founder, Kind Wealth
Ava-Dayna Sefa Sefa, Vice President, Social Impact, Generation Capital
Allyson Hewitt, Founder & CEO, Consultants in Social Innovation
Diane Mak, Head of Impact Strategy, Allianz Global Investors
David O'Leary, Founder, Kind Wealth
Ava-Dayna Sefa Sefa, Vice President, Social Impact, Generation Capital
Allyson Hewitt, Founder & CEO, Consultants in Social Innovation
Diane Mak, Head of Impact Strategy, Allianz Global Investors
Description
There is a 1 trillion dollar intergenerational wealth transfer happening in Canada right now. This session will explore wealth managers and family offices' role in steering the opportunities for impact investing. How investments can be identified, selected, and funded, as well as the social and fiscal priorities of emerging for high-networth individuals and families.
Broadcast online and viewable at regional hubs.
Virtual Session Link
Session Type
Discussion