Overview

Drawing on his decades-long career in financial services and his own immigrant experience, wealth management expert Gary Teelucksingh assembles proven research, successful and challenging case studies, and strategies into a comprehensive, step-by-step guide to the intricate process of intergenerational wealth transfer, exploring topics such as tax-efficient gifting strategies, behavioural economics principles, and differing cultural attitudes toward wealth. With checklists, conversation prompts, and planning templates, Roots of Prosperity empowers families, and their wealth advisors and estate planners, to build enduring legacies that preserve both wealth and cultural values.

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9781770868144

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Gary Teelucksingh has over twenty-five years of experience in financial services, including leadership roles in banking, wealth management, and strategic consulting. He is an owner and lead wealth partner at Electric Mind, a financial services consulting company, and the co-founder of the Money Wise Institute, an organization dedicated to advancing financial literacy. The former CEO of Capco Canada, Gary has advised C-suite executives across North America, the Caribbean, and South America, and is the co-author of Sage Advice: Choosing the Best Financial Advisor for You. Find Gary at garyteelucksingh.com.

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