Skip to main content
menu

Book a Meeting   Client Login

  • Who We Are
    • About Us
    • Our Approach
    • Community Involvement
    • Meet Our Team
    • Testimonials
  • Who We Serve
  • Empire Company Employees
  • Our Solutions
    • Retirement Planning
    • Tax Planning
    • Insurance Planning
    • Investment Planning
    • Cash and Liquidity Management
    • Estate Planning
    • Business Succession
    • Intergenerational Wealth Transfer
    • Charitable Giving
  • Education Centre
    • Articles
    • Videos and Webinars
    • Financial Resources
    • Money and Youth
    • Events and Seminars
    • Podcasts
  • Get in Touch
    • Find Our Office
    • Book a Meeting
    • Join Our Team
    • Personal Introduction
  • Learn More Contact Us

Intergenerational Wealth Transfer

You’ve worked hard to build your wealth. We can help keep it working hard for your family for years to come.

Whether it’s helping your children buy a first home, transitioning the family business, or passing on a vacation property, developing a sustainable financial plan to manage family wealth effectively and efficiently requires specialized advice and a team of experts.
 

 

We also understand that although open family conversations about finances can be difficult, they can also enhance your family’s future financial well-being and relationships. (In some families, conversations about money never take place. As a result, beneficiaries are often unaware of their future financial situation until after a parent’s passing.) Our team can help you have a relaxed and constructive family discussion about shared values and goals that will clarify everyone’s needs and improve family communication.

In a relaxed conversation, we will address topics including:

  • Inheritance
  • Taking care of loved ones
  • Legacy
  • Wills and wishes
  • Business succession/transition planning

We invite you to speak with us today about creating a customized tax-efficient strategy to transfer your wealth in a way that reflects your wishes.

Address

  • Freeman Group Private Wealth Management
  • Suite 200, Halifax Place, 7001 Mumford Road
  • Halifax, Nova Scotia, B3L 4R3
  • Investors Group Securities Inc.

Contact

  • 902.423.8294
  • 888.798.6727
  • erica.landry@igpwm.ca

Connect

  •  
  •  

Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund.

CIRO logo
CIPF logo

www.ciro.ca 
CIRO Advisor Report

Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.

Conditions of Use | Privacy | Disclosures

© 2025 Freeman Group Private Wealth Management All rights reserved.