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Did you know that:

			$750 billion is expected to change hands over the next 10 years? That’s the amount Canadians expect to inherit1 from their parents
			When money changes hands, so do advisors. There’s a strong likelihood the inheritors will change financial advisors2
			Older Canadians are often reluctant to start inheritance conversation with their advisors3

Use Manulife Investments’ estate planning resources and Segregated Fund Solutions to address these issues.

We have estate planning videos, client brochures, and an online calculator to help guide your conversations.

For more information contact your Manulife Investments Sales Team.

¹ CIBC study/Financial Post article.

² Investor Economics, “An Emerging Business Opportunity for the Canadian Financial Services Industry,” December 2013

³ Survey results confirm anecdotal evidence that a majority of Boomer and Retired households are reluctant to engage their financial advisors in discussions about the transfer of wealth. BMO Retirement Inheritance Survey, 2009.