Next Generation PLANNING
Secure Your Family’s Future
Planning today means more than reaching your goals—it means preparing your family for the opportunity of tomorrow.
Bellwether’s educational approach, modern tools, and trusted advisors encourage family-wide decisions to be made with confidence.
Wealth Continuity
Preparation & Education
Over $100 trillion is expected to change hands as part of the Great Wealth Transfer, but nearly half the recipients feel unprepared to inherit. A study put forward by Environics Research found that 40% of affluent Canadians want their heirs to stay with the advisor who helped them succeed in the first place, yet only 18% have made the introduction. Surprisingly, Trust & Will reports that 63% of Gen Z investors would change advisors for estate planning support.
There’s clear demand for professional help to structure tax-efficient wealth continuity from one generation to the next. From advancing the family business to donating in the name of charity, creating an environment that fosters transparency prepares beneficiaries. Having a firm understanding of the responsibilities tied to inheritance can strengthen relationships and establish a common goal to work toward as a family without losing sight of individual priorities.
Our Next Generation Platform
Understanding money is the foundation of protecting it. From optimizing tax-advantaged accounts to building lasting wealth, family-wide financial literacy leads to more informed choices. The deeper the knowledge, the wider the realm of possibility.
True continuity requires more than investing—it requires alignment across every aspect of wealth. From setting clear goals to preparing wills and estate plans, and even hosting guided family meetings, we ensure your entire household is prepared and supported.
We believe wealth planning is a lifelong relationship, not an annual call. Through your dedicated advisor, exclusive client events, and our tech-enhanced platform—including askROBIN—you’ll always have guidance that adapts to your needs, whether in person or digitally.
Exclusive Benefits
Generational Impact
Investment management is only one part of total wealth planning. With Bellwether, your family also gains coordinated estate planning, tax strategies, family meeting facilitation, and ongoing education—so today’s decisions are actively building the future you deserve. Every element of your plan is built for clarity and confidence, not uncertainty.
Next Generation Resources
We know that education is a critical component of managing wealth with the entire family in mind. Access our latest reports, whitepapers, and videos on wide-ranging investment and planning topics so you can make informed, confident decisions about your future.
Bellwether University
Investing in Knowledge
Sign up today to access monthly articles, videos, and quizzes designed to build financial knowledge step by step. Each month, our specialists focus on a single topic—like TFSAs, investment risk, or debt—so you gain clear, actionable insights without information overload.
