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From time to time, Hillsdale is in the news. Our partners often speak at conferences or other events, and our accomplishments are covered in the financial media.

How Best to Transfer Wealth to Your Kids and Grandkids

Hillsdale hosted a large online gathering for its inaugural personal finance webinar: How Best to Transfer Wealth to Your Kids and Grandkids.

The panelists, Chris Guthrie and Amit Goel, presented an easy and practical guide for transferring money to your kids, with a focus on:

•            Why to give (home purchase, education, business, etc.)
•            How to give
•            How much to give
•            When to give

The presenters also broke down the above questions across multiple age groups: 0-15 years, 16-24 years, 25-34 years and 35+years.

The latter part of the presentation delivered a well-researched segment on Toronto Housing trends over the past 20 years, and why/why not parents should support their children’s  First Home Purchase.

The audience gave very positive feedback and took home implementable advice.

A video recording of the webinar is available here.

The next webinar in the series will focus on ‘Planned Charitable Giving’ and how to involve your family in the process.

If you are interested in further information, or a copy of the presentation, please contact Amit Goel at agoel@hillsdaleinv.com / 416-913-3944.