Wealth transfer needs more attention, Money Wise says

Most Canadian Parents Plan to Leave Wealth—But Over Half Haven’t Told Their Kids

A new national study from the Money Wise Institute reveals a striking communication gap at the heart of Canada’s largest intergenerational wealth transfer. While 80% of parents plan to leave an inheritance, 52% haven’t discussed it with their children—leaving a generation of Millennials and Gen Z uncertain and unprepared.

As featured in The Age of Broken Conversations, the research explores the emotional, financial, and generational disconnects that are creating stress, missed opportunities, and legacy planning failures. MWI co-founders Kelley Keehn and Gary Teelucksingh weigh in on what families and financial professionals must do to bridge the silence.

Kelley Keehn 5/27/25 Kelley Keehn 5/27/25

Globe Advisor Feature

What Advisors Are Still Getting Wrong About Wealth Transfers

Despite decades of discussion, many advisors still struggle to guide families through the emotional and financial complexities of intergenerational wealth transfer. In this Globe Advisor feature, Money Wise Institute co-founders Gary Teelucksingh and Kelley Keehn share new research insights and challenge advisors to overcome their own discomfort to better support clients.

With 6 in 10 Canadians unprepared for inheritance conversations, this is a critical moment for advisors to lead with empathy, insight—and action.

Kelley Keehn 5/23/25 Kelley Keehn 5/23/25

Globe & Mail feature

Blog Feature: "Inheritance Expectations: A Growing Gap Between Parents and Kids"

In a climate of rising costs and economic uncertainty, a new Money Wise Institute report reveals a growing disconnect between Canadian parents and their children when it comes to inheritance. While nearly 60% of parents expect to spend most of their assets during their lifetime, more than half of Millennials and Gen Z are banking on receiving one.

This article, featuring insights from MWI co-founder Kelley Keehn, explores how inflation, trade tensions, and market volatility are reshaping family wealth expectations—and why open conversations about money have never been more critical.

Kelley Keehn 5/21/25 Kelley Keehn 5/21/25

The Quiet Collision: Rising Costs, Silent Expectations, and Broken Wealth Plans

New research from the Money Wise Institute reveals that rising living costs and emotional avoidance are putting Canadian inheritance plans at risk. Discover the key findings—and why financial professionals must lead with empathy, structure, and strategy.