1 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. A 2019 RIA Investor Opinion Survey recorded a 34% growth in RI mutual funds over the past two years.
2 RIA Canada Q2 Funds Highlights, July 2019.
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