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Nearly Half of Canadian Advisors Have No Succession Plan
Nearly half of Canadian financial advisors have no succession plan — and their clients have no idea.
In this episode of Insight Is Capital, host Pierre Daillie sits down with Brent Allen, EVP and Head of Sales and Distribution at IG Wealth Management, to examine the findings of IG's third Advisor Perception Study. With roughly one-third of Canadian advisors planning to retire within the next decade, the succession challenge is no longer a distant concern — it is arriving now, and the industry is not ready. Brent brings a rare perspective: he has been an advisor, a regional vice president, and…
The skinny
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