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Why is family wealth planning important?

Ask the professionals - June 2018

Written by Dave Lee
June 14, 2018

It is important to take steps today to prepare future generations while sustaining growth for family wealth across generations to come.

The transition of family wealth to future generations can be easier when there is a plan in place. Money always transfers with a message, so making that message to the family intentional, clear, and constant is critical. This can be done through a documented and agreed upon family vision. Together with Dave Lee, Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated – and how to best administer it through life’s changes.

What is your overall purpose in life? What is most important to you? The answers to these questions will establish the basis on which decisions are made within a family and set the groundwork for a family’s vision – and what kind of legacy they want to leave.

What is “Leave a Legacy Month”?

Ask The Professionals – May 2018

Written by Dave Lee
May 9, 2018

Leave a Legacy is a national, community based public awareness campaign that encourages people to leave a gift through their will or another planned giving vehicle to a charity or cause that is meaningful to them.

Although the program is active throughout the year, May is officially Leave a Legacy Month. Take some time to consider what causes you care about. Then have conversations with loved ones and the professionals about ways to make the greatest long term impact. Scotia Wealth Management is an innovative team based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time. I would be happy to discuss how you can “leave a legacy”.

You can gain inspiration from the donor stories and resources available from the local Leave a Legacy chapter at