1 Seelan, “Sustainable Investing: The Millennial Investor,” Investments & Wealth Monitor, 2019.
2 Morgan Stanley Institute for Sustainable Investing, Sustainable Signals – The Individual Investor Perspective, 2019.
3 Toronto-based research firm Strategic Insight projects that approximately $1 trillion in personal wealth will be transferred from one generation to the next in Canada between 2016 and 2026, with roughly 70% of that in the form of financial assets.
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