Archive - March 26, 2017

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Women, the Great Wealth Transfer, and Financial Planning

Women, the Great Wealth Transfer, and Financial Planning

In recent years there has been a lot of talk about ‘the great wealth transfer’ that is taking place—as time goes on women will control more money than before. Morningstar Canada recently published an article about this noting, “Because of longer life expectancies and advances in the workplace, women in North America are controlling an ever-growing share of wealth. According to a report by the BMO Wealth Institute, women in the United States currently control US$14 trillion – more than half the country’s personal wealth — and that figure is expected to grow to US$22 trillion by 2020.”

This …

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