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Environics Research Survey Shows Affluent Canadians Are Worried About Wealth Transfer
The biggest intergenerational wealth transfer in Canadian history is taking place now, but the majority of affluent Canadians are keeping their heirs in the dark on how they plan to pass on their wealth, revealed a new poll for IPC Private Wealth.
IPC Private Wealth’s survey revealed that 58 percent have not discussed instructions for their estate with their heirs, of which 12 percent do not plan to talk about their inheritance plan at all with their beneficiaries. IPC Private Wealth partnered with Environics Research to conduct the poll among 400 Canadians with at least $500,000 in investable assets.
Most wealthy Canadians have not discussed inheritance with their heirs – and some don’t plan to
- One in five (20 per cent) fear that their children will not have anything to pass down to their own children
- 28 per cent don’t trust their children’s spouses to manage their heirs’ inheritance money
- Men (74 per cent) remain the lead decision-maker in their household when it comes to finances and investments
- 40 per cent want their heirs to have the same financial advisor that they have to help manage their wealth
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For further information contact:
Evelyn Juan, Environics Communications, Phone: 416-969-2758, ejuan@environicspr.com
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