Skip to main content
menu

Book a Free Initial Consultation

  • Home
  • About Us
    • About Us
    • Our Approach
    • Meet our Team
    • Community Involvement
  • Who We Serve
  • Our Solutions
    • Intergenerational Wealth
    • Business Succession
    • Retirement Planning
    • Tax Planning
    • Estate Planning
    • Investment Planning
    • Insurance Planning
    • Cash and Liquidity Management
    • Charitable Giving
    • Post-Secondary Education Planning
  • Education Centre
    • Articles
    • Latest News
    • Videos and Webinars
    • Financial Resources
    • Money and Youth
    • Podcasts
  • Testimonials
  • Client Login
    • View my Investments
    • Access Solutions Banking
  • Get in Touch
    • Find our Office
    • Book a Meeting
    • Personal Introduction
  • niagra falls

Intergenerational Wealth Transfer

You’ve worked hard to build your wealth. We can help keep it working hard for your family for years to come.

Whether it’s helping your children buy a first home, transitioning the family business, or passing on a vacation property, developing a sustainable financial plan to manage family wealth effectively and efficiently requires specialized advice and a team of experts.
 

 

We also understand that although open family conversations about finances can be difficult, they can also enhance your family’s future financial well-being and relationships. (In some families, conversations about money never take place. As a result, beneficiaries are often unaware of their future financial situation until after a parent’s passing.) Our team can help you have a relaxed and constructive family discussion about shared values and goals that will clarify everyone’s needs and improve family communication.

In a relaxed conversation, we will address topics including:

  • Inheritance
  • Taking care of loved ones
  • Legacy
  • Wills and wishes
  • Business succession/transition planning

We invite you to speak with us today about creating a customized tax-efficient strategy to transfer your wealth in a way that reflects your wishes.

Address

  • DeFrancesco & Associates Private Wealth Management
  • 1 Robert Speck Parkway
  • Suite 1000 (10th Floor)
  • Mississauga ON L4Z 3M3
  • Investors Group Financial Services Inc.

Contact

  • 416.432.8462
  • peter.defrancesco@igprivatewealth.com

Connect

  •  

MFDAlogo

Conditions of Use | Privacy | Disclosures

© 2023 DeFrancesco & Associates Private Wealth Management All rights reserved.