Did you know that many Canadians are not adequately prepared to pass on or inherit family wealth? This is often due to a lack of communication and planning. The good news is that it’s never too early or too late to start. Planning helps you identify tax saving opportunities, mitigate potential financial gaps, and maximize your current lifestyle. Your wealth transfer plan isn’t set in stone, so as your family grows and evolves, so can your plan. Contact Stu to request a copy of IG’s legacy-related workbooks and learn about 10 wealth transitioning actions you can begin to take today.