Next-gen advisory
Demetre Vasilounis raises estate‑planning considerations that apply to younger generations, from a Canadian perspective
Key points
What is the issue?
Millennial and Gen Z clients have unique estate‑planning issues to which advisors should be attuned.
What does it mean for me?
As time goes on, client demographics will be more reflective of millennial/Gen Z individuals. Advisors need to start learning about the issues relevant to these individuals.
What can I take away?
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