Our Views

Wealthy baby boomers are retiring and the ‘Great Transfer’ of wealth is well underway. Yet, according to the 2012 U.S. Trust Insights on Wealth and Worth Survey, more than two-thirds of parents believe their children are not adequately prepared to handle wealth. This is not surprising because ... Keep Reading "Filling the knowledge gap for the young affluent" >

Wealth management is a tag line used by many financial advisors to describe their services. It’s a familiar term but what does it actually mean and, more importantly, what should it mean? Wikipedia says “at the most general level, economists may define wealth as anything of value which captures ... Keep Reading "Wealth management is more than just financial" >

A recent article in the Financial Post concludes that spending by those who are retired declines with age and correspondingly wealth increases for those over 70 years of age. Our experience is quite the opposite among the higher net worth clients we have helped through retirement. In fact, I ... Keep Reading "Increased wealth after age 70? Don’t bet on it." >