The Multi-Generational Wealth Scorecard
How Ready Is Your Family to Protect and Transfer Wealth Across Generations?
Take our free Canadian Multi-Generational Wealth Scorecard to uncover strengths and gaps in your family and business wealth plans — and get personalized, actionable recommendations to secure your legacy.
Is your family prepared?
Get answers in 3 minutes.
Evaluate tax planning, estate and trust structures, succession, and family governance
Receive personalized insights for your lowest-scoring pillars
Includes a business owner module if you run a corporation or family business
Who Benefits Most
Families looking to protect and grow wealth for kids and grandkids
Business owners planning succession and transition to the next generation
Anyone wanting to ensure their heirs are educated and aligned with family values and goals
Testimonials
John Doe
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Jane Doe
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.