Trend 1 (Concurrent): Intergenerational Wealth Transfer
Date & Time
Wednesday, June 12, 2024, 2:05 PM - 2:50 PM
Michael Flux David O'Leary Ava-Dayna Sefa Allyson Hewitt Diane Mak

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