The Next Generation of Investors

Engaging Your Clients' Children

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Overview

Today's millennials, born between 1981 and 1996, are projected to represent roughly one-third of assets managed and clients served for most financial practices within five years. They are in the prime stage of life for getting savings and investment plans on track, yet face unique challenges such as unprecedented student loan debt and the potential for a significant amount of wealth to transfer to them soon.

What can financial professionals do to help this next generation? Prepare their practice for the future, help empower clients to have conversations around wealth transfers and bridge the gap between your clients and their heirs. Our team of specialists have created resources to help you, your clients and their children be prepared and build solid foundations for the future.

The Next Generation of Investors and Retirement
Download this brochure to share with your younger clients and help them build a solid foundation for their retirement savings goals.

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Connect with Us

Interested in receiving the latest insights on behavioural finance and wealth planning strategies straight to your inbox?
Subscribe to receive regular wealth management updates, including new insights, events and content for you and your clients.

Balanced Fund

For 25 years, this dynamic allocation strategy has delivered our equity and fixed income expertise in a one-stop core solution

Overall Morningstar Rating™ out of 653 Allocation-50% to 70% Equity Funds, based on risk-adjusted returns. As of 08/31/2021.

Global Sustainable Equity Fund
Global Technology and Innovation Fund
Short Duration Income ETF

Source: "The Changing Role of Financial Advisors - Serving Millennials," Practical Perspectives. September 3, 2019.