You’ve spent years building your wealth—carefully, intentionally, and with great effort. Now, the conversation shifts: What happens next? At Oldfield Group Wealth Management, we help families plan and execute thoughtful, strategic wealth transfer—not just passing on assets, but passing on purpose, values, and clarity.

We understand that wealth transfers are about more than who gets what. It’s about ensuring your family is prepared, the plan is tax-efficient, and your legacy reflects the life you’ve lived and the values you hold dear. Whether it’s supporting your children, preserving the family business, or securing the family cottage for generations to come, we make sure your story carries on with purpose.

The great intergenerational wealth transfer is here

Over the coming decades, Canada is undergoing one of the largest intergenerational wealth transfers in history. Trillions of dollars will change hands—businesses, properties, investments, and more. But without planning, much of it risks being lost to taxes, conflict, or poor decisions.

At Oldfield Group Wealth Management, we turn that risk into opportunity. We help clients navigate the complexities of intergenerational wealth transfer with structure, transparency, and a deep understanding of what’s at stake. Your legacy deserves more than paperwork—it deserves a plan that endures.

What we help you protect and pass on:

  • Your values: What matters most to you should guide how your wealth is shared.
  • Your family’s future: Financial security for your children, grandchildren, and beyond.
  • Your business: Smooth transitions that protect value and honour your work.
  • Your intentions: A plan that clearly reflects your wishes, free from confusion or misinterpretation.

Real conversations that build real clarity

Let’s be honest—talking about money with family can be uncomfortable. Wills, inheritance, succession… it’s easier to put it off. But silence creates uncertainty. That’s why we facilitate meaningful, open conversations about wealth transfer, helping families talk about what really matters.

These aren’t cold, jargon-filled meetings. They’re thoughtful, honest discussions about shared values, family goals, and the future. Together, we answer the big questions:

  • Who receives what—and why?
  • How do we balance fairness with clarity?
  • What financial tools (like trusts or insurance) support our goals?
  • What’s the legacy we’re building—and how do we protect it?

The result? A family that’s financially prepared, and emotionally and mentally equipped for what’s ahead.

A plan that adapts, because life does too

Drafting a will is just the start. Wealth transfer planning requires more than documents—it requires strategy. At Oldfield Group Wealth Management, we design plans that flex and evolve with life’s changes, ensuring your legacy stays aligned with your reality.

Here’s what we include:

  • Estate planning

    We help reduce tax exposure and ensure assets transfer smoothly to the right hands.

  • Trust strategies

    From family trusts to alter ego trusts, we simplify the legal while maximizing control.

  • Gifting strategies

    Thoughtful gifting during your lifetime can reduce tax and increase impact.

  • Insurance planning

    Life insurance can provide liquidity, offset tax, and support legacy goals when structured properly.

Business succession: the most personal wealth transfer of all

For many clients, the heart of their wealth is their business. And transferring that business—whether to family, key staff, or a third party—is one of the most emotionally and financially complex transitions you’ll ever make.

We help you:

  • Build a succession plan that reflects your values and protects your wealth
  • Minimize taxes through smart share structuring and strategic timing
  • Ensure operational continuity so your business doesn’t skip a beat
  • Prepare successors with the tools and knowledge they need to succeed

With Oldfield Group, your business retirement isn’t a rushed exit—it’s a planned evolution, supported by financial clarity and expert advice.

Wealth transfer done right: your story continues

Two daughter is having a talk to their father on the sofa

Wealth isn’t simply money. It’s the accumulation of a lifetime—of decisions, risks, sacrifices, and triumphs. And wealth transfer is your chance to ensure that story doesn’t end with you.

At Oldfield Group Wealth Management, we help you shape that narrative with intention. From thoughtful estate planning to active conversations with your heirs, we ensure your wealth is passed on wisely—and that your legacy grows stronger with every generation.