Women and Wealth Transfer

September 09, 2023 | Stephanie Woo, CIM, FMA


Women are playing an increasingly critical role in the managing and the transfer of family wealth.  Are you and your children prepared?

Did you know ... Only 41% of mothers are confident their children would be able to grow their wealth if they inherited tomorrow? 

Did you know ... 36% of those who inherited wealth received no guidance at all?

Should you wish to receive our wealth transfer report or want to share some time to review your own wealth transfer plans, please contact Stephanie directly at 604.257.3234.  Stephanie and her team are available to help.