Why Wealth Planning Means More When It Includes Stories, Values, and Meaningful Conversations
I recently hosted a conversation with RBC Wealth Management that’s still sitting with me. It wasn’t just about estate plans, wills, or financial strategies (though those matter deeply). It was about the human side of legacy — the values, memories, and insights that give wealth (and life) meaning and direction.
I had the privilege of sitting down with Sudha Sankar — a financial professional who truly gets it. Sudha reminded us that while many estate plans outline what’s being passed on, far too few capture the why. And that’s where families risk losing connection, clarity, and culture over time.
She emphasized that Canadians are increasingly prioritizing family identity and values as part of their legacy — not just financial assets. It’s a shift that advisors need to pay attention to.
Because here’s the truth: clients don’t just want portfolio performance. They want a plan that reflects their priorities, values, and hopes for the future. And it’s conversations like these — about resilience, hard-earned lessons, and the stories that shaped us — that help families navigate transitions with heart and intention.
For advisors, integrating this work isn’t about replacing financial expertise. It’s about rounding it out. About creating space for deeper questions:
What matters to you most?
What stories shaped you?
What wisdom do you hope to pass on?
That’s why I created LegacyNex — to help families capture and share those stories, ensuring that wealth transfers with wisdom, and assets travel with intention.
This is where wealth advisorship is headed. Holistic. Human-centred. Connected.
Curious about how to bring these conversations into your own family or client work?
Reach out — I’d be happy to chat about how we can help you build a legacy that transfers more than just wealth.