Intergenerational Wealth Conversations

August 01, 2023 | Stephanie Woo, CIM, FMA


Make time, it's a conversation worth having.

When it comes to transitioning your wealth onto the next generation there are many considerations to be made. Our team will be able to put all factors that are personal to you in order to allow for the most efficient and effective transfer of wealth that is personalized to you. Earning it is the hard part so now let us take care of this and guide you through it every step of the way.



As always, reach out to Stephanie at 604.257.3234 or for more information or to learn more about how her team can help you and your family create meaningful outcomes.