Advisor
Succession
Risk

An Emerging Threat to Family Wealth

Your estate plan is only as strong as your advisor's continuity plan.

The Challenge

40%

of advisors will retire in the next 5-10 years.¹

76%

of advisors have no formal succession plan.²

45%

of wealth management clients expecting a change in advisors within three years.³

Impact on Canadian Families

When an advisor retires or exits without a well-structured succession plan, families face:

Interrupted financial planning and loss of strategic continuity.

Tax inefficiencies due to rushed transitions or unaligned replacement advisors.

Stress and uncertainty as long-term trust is broken.

Missed planning opportunities during the transition.

Actions to Take

A clear advisor succession plan protects both wealth and peace of mind by ensuring your long-term financial strategy continues without disruption.

ASK

Does your advisor have a formal succession plan?

ASK

How will my family's plan be preserved during a transition?

MEET

Meet with your current and future advisor

REVIEW

Are you comfortable with the answers you received?

Securing the Future of Family Wealth

We believe that true wealth management extends beyond a generation

We're proactively addressing this issue through:

Structured succession planning to ensure continuity of advice
Multi-generational client relationships that include next-generation education and onboarding
Collaborative transition frameworks with other trusted advisors and professionals

Our mission is to ensure that every Canadian family's financial plan outlives & greater than three generations to come.

Maurice Walch, CFP, CIM

Senior Wealth Advisor

Assante Capital Management Ltd.

Ben Walch, CFP, CIM

Wealth Advisor