Passing and Preserving a $1 Trillion Torch to the Next Generation

As featured on Financial Post:

There’s a time in most people’s lives when they reflect on the wealth they’ve accumulated and contemplate the ways in which it will benefit their heirs.

A 2023 report by the Chartered Professional Accountants of Canada report states that a record $1 trillion of wealth was expected to move from Canadian baby boomers to their children between 2023 and 2026.

“Many Canadians don’t have an updated will and have little knowledge of the tax that must be paid on various assets,” says Wayne Byrd, Chief Financial Officer of Skyline.

“They haven’t yet reached out for appropriate professional advice to highlight the levers they could pull today to better prepare for wealth transfer.”

For its part, Skyline Wealth Management offers private alternative investment funds in real estate and clean energy renewable infrastructure designed to build long-term wealth in a tax-efficient manner. Skyline is the exclusive exempt market dealer of four alternative investment products: Skyline Apartment REIT, Skyline Retail REIT, Skyline Industrial REIT and Skyline Clean Energy Fund.

These types of private investments can play a key role in a generational wealth strategy by offering the potential for stable income, growth and lower correlation to public markets.

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