According to a recent study by UBS, 70% of high-net-worth individuals with retirement portfolios of over $1 million are concerned with their heirs using their inheritance wisely. Let’s look at four things you can do to put your kids in the best position to succeed.
Marc Sabourin is a Winnipeg-based Financial Advisor and Retirement Specialist with Harbourfront Wealth Management. His specialty is working with pre-retirees and retirees who are looking for retirement, investment, & tax advice.
Disclaimer: The views expressed are those of Marc Sabourin, Certified Financial Planner, and Investment Advisor, and not necessarily those of Harbourfront Wealth Management Inc., a member of the Canadian Investor Protection Fund
