David Gunn, president of Edward Jones Canada, highlights his firm’s strategies for addressing significant shifts in demographic shifts in Canada in an Wealth Professional article. With the wealthiest generation in history entering retirement and transitioning from saving to spending, advisers must also navigate the complexities of the massive intergenerational wealth transfer — $84 trillion in North America over the next 20 years. Compounding these challenges, many advisers are retiring, leaving a gap in experienced professionals to manage these transitions.
Edward Jones emphasizes preparing both advise
