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Home» Our services» Transferring your wealth

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Transferring your wealth

As money passes to the next generation, it becomes the property of younger heirs who have different needs, time horizons and investment preferences than their parents did. Unlike many advisors who attempt to maintain the status quo, The Fox Pierce Segal Group* customizes a new strategy for the younger investors so the inherited assets serve their unique needs. This way, the heirs inherit their parents’ values and trusted advisors as well as their wealth, and can benefit from the group's familiarity with the family.

* The Fox Pierce Segal Group is part of Macquarie Private Wealth Inc.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.