Wealth Professional: Advisors brace for fallout in the $1 trillion estate gap

In a new article published by Wealth Professional, John Bromley, founder and CEO of Charitable Impact, shares his perspective on how philanthropy can play a central role in the massive generational transfer of wealth underway in Canada.

The piece, “Advisors brace for fallout in the $1-trillion estate gap,” explores how financial advisors are preparing to support clients as an unprecedented amount of wealth shifts hands. John told WP that strategic philanthropy offers a tax-efficient tool for engaging younger generations in wealth planning.

The article further highlights a major opportunity for advisors to elevate their role and for charitable planning to be seen as a core part of wealth strategy.

📖 Read the full article: Advisors brace for fallout in the $1 trillion estate gap.