Unprecedented Times, Unspoken Conversations: What Investors and Families Aren’t Saying
This week, I joined the Financial Post Larysa Harapyn to talk about how Canadians can protect themselves in uncertain times—whether it’s market volatility, economic shocks like tariffs, or the looming possibility of recession.
But what stood out most to me in that conversation wasn’t the numbers.
It was the silence.
At Money Wise Institute, my co-founder Gary A Teelucksingh and I have spent years listening to what families aren’t saying—about money, inheritance, and legacy. So we launched a national study to find out: Is this just anecdotal, or a bigger issue?
The results, now picked up by Global National, Yahoo Finance, Wealth Professional, 680 News, and The Canadian Press, confirm what we suspected:
📉 80% of Canadian parents plan to leave an inheritance
📉 But 52% haven’t talked to their children about it
📉 51% of Millennials and Gen Z expect to inherit—yet 80% don’t know how much or when
This is The Age of Broken Conversations—and it’s a silent crisis we can no longer afford to ignore.
Whether you’re a financial professional, a parent, or part of the next generation of wealth holders, these conversations matter.
They don’t just protect portfolios.
They protect relationships.
They protect trust.
Gary and I launched MWI to equip the financial industry with the language, tools, and empathy to guide clients through life’s most complex money moments—including this one.
📣 I’d love to hear from you:
- How are you helping clients navigate this silence?
- What are the risks of leaving it unspoken?
- And how can we make these conversations easier—without losing the human side of advice?
👉 Watch the full interview with Financial Post: https://financialpost.com/investing/unprecedented-times-will-test-investors-kelley-keehn
👉 Read the press release: https://www.moneywiseinstitute.com/press-1/blog-post-title-three-ldfx7-g7hcm
👉 Join us April 22 for our national webinar hosted by Globe Advisor’s Pablo Fuchs: https://www.linkedin.com/events/7312431560387883008/
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