How to Work with and Manage Multi Generations of Families

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Over the years we have worked with many Canadian families and multiple generations within those families. We have found that some of the key factors to generational financial success is often found by creating a supportive open environment for families to communicate in addition to a well organized and executed plan. The ability to clearly understand the needs of parents, children and grandparents can allow for easy life transitions. Whether it’s buying a home, selling a family cottage, opening a trust account for your grandchildren or settling an estate. Join us today as we discuss in detail what we do as family advisors to help create that legacy. 

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