Skip to main content
menu
705.669.2970
lindsey.kilgour@igpwm.ca
  • Who We Are
    • About Us
    • Meet Our Team
    • Testimonials
    • Our Approach
    • Awards & Recognition
    • Community Involvement
  • Who We Serve
  • Our Solutions
    • Charitable Giving
    • Estate Planning
    • Intergenerational Wealth Transfer
    • Retirement Planning
    • Tax Planning
    • Investment Planning
    • Insurance Planning
    • Cash and Liquidity Management
    • Business Succession
    • Post-Secondary Education Planning
  • Education Centre
    • Our News Feed
    • Videos and Webinars
    • Articles
    • Financial Resources
    • Events and Seminars
    • Money and Youth
    • Podcasts
  • Get in Touch
    • Find Our Office
    • Book a Meeting
    • Personal Introduction
  • Client Login
    • View My Investments
    • Access Solutions Banking

Intergenerational Wealth Transfer

You’ve worked hard to build your wealth. We can help keep it working hard for your family for years to come.

Whether it’s helping your children buy a first home, transitioning the family business, or passing on a vacation property, developing a sustainable financial plan to manage family wealth effectively and efficiently requires specialized advice and a team of experts.
 

 

We also understand that although open family conversations about finances can be difficult, they can also enhance your family’s future financial well-being and relationships. (In some families, conversations about money never take place. As a result, beneficiaries are often unaware of their future financial situation until after a parent’s passing.) Our team can help you have a relaxed and constructive family discussion about shared values and goals that will clarify everyone’s needs and improve family communication.

In a relaxed conversation, we will address topics including:

  • Inheritance
  • Taking care of loved ones
  • Legacy
  • Wills and wishes
  • Business succession/transition planning

We invite you to speak with us today about creating a customized tax-efficient strategy to transfer your wealth in a way that reflects your wishes.

Address

  • Kilgour Group Private Wealth Management
  • 144 Pine St. Suite 101
  • Sudbury, ON P3C1X3
  • Investors Group Securities Inc.

IIROC Advisor Report

Contact

  • 705.669.2970
  • lindsey.kilgour@igpwm.ca
  •  
  • 705.822.7439
  • jacob.johnston@ig.ca
  •    

Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.
 

Conditions of Use | Privacy | Disclosures

© 2023 Kilgour Group All rights reserved.