Cottage season is here and those of us that count ourselves among the lucky number of families who enjoy summer days out of the city will be on our way to our favourite “side”: lakeside, oceanside, mountainside or countryside. At…
“A relatively small group of Gen Xers and Millennials are inheriting over $40 trillion in wealth, much of that designated for charitable giving. Many are making their own wealth, too. They will be the major donors in America for decades…
by Tom McCullough and Mark Haynes Daniell Note: This article also appeared in Investments & Wealth Monitor, Sept/Oct 2014. North America is in the early stages of a massive intergenerational wealth transfer with almost $1 trillion changing hands each year, and this…