Episode 8: How to Give a Living Legacy to Your Children
Your Canadian Retirement Specialist
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Show Notes
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement
Looking for more information on Retirement in Canada? Check out our YouTube Page: https://www.youtube.com/channel/UCvH9vahqj4lByV2TYAXhGgA
Many Canadians are interested in learning how to best share their prosperity with their children and grandchildren while they're still alive. It's becoming more common for Canadians to want to share their wealth early, allowing them to witness the impact of their generosity firsthand, rather than waiting to pass on an inheritance after they're gone. We call this a "living legacy," and we have several tips to help you decide if it's the correct financial route for you to take.
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Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently, and past performance may not be repeated.
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