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Wealth Themes

June 2022

Wealth Themes provides timely articles on a variety of wealth planning topics. This edition of Supporting Your Client Communications features a collection of articles that focus on managing volatile markets and behavioural bias. It also includes an article that provides considerations for the family vacation property. 
  • Retirement Strategies to Stay Focused on the Long Term
  • How to Make Better Investment Decisions by Understanding Bias
  • Planning for the Family Vacation Property
   To read more, click here.

From donation to philanthropy: How charitable giving has evolved generationally

The pandemic has changed the way we all view and experience giving. There’s also a new generation in control of wealth and more socially motivated generations aging into discretionary spending incomes. What used to predominately exist as a charitable transaction has now evolved into a philanthropic relationship rooted in long-term impact goals for all generations — from Boomers to Millennials. Read more here.