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More than ever, physical and mental health is top of mind, but what about financial wellness? Research shows that physical and financial health are closely connected, and how an individual feels about their personal financial situation can impact both.

Financial wellness is defined by your relationship with money. It’s more than the numbers that show how your investments are performing. It’s the ability to meet your financial needs comfortably today, a feeling of security about your future, and the freedom to make choices that allow you to enjoy your life now and down the road.

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As Canada’s population ages, approximately 19% per cent of the Canadian population is now over the age of 65, the highest proportion in our history.¹  Consequently, an estimated $1,050 billion will be left behind over the next 10 years.²

These statistics alone are interesting and become even more extraordinary when you factor in that about 50% of Canadians do not have a Will in place, including one-in-five aged 55+³.

Moreover, many existing Wills are outdated and no longer reflect the lives or wishes of those they are intended to speak for. Left unaddressed, this situation has the potential to become problematic for thousands of Canadian families, resulting in the uncertainty and turmoil we hear about far too often in the estate and trust business.

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