WealthTransfer helps users estimate which households are most likely to receive an inheritance within the current year and quantifies the total potential inheritance amount. Financial institutions, real estate companies, retailers and dealerships all look to the WealthTransfer database to identify customer and market opportunities that may otherwise be missed. Find out which Canadians are more likely to improve their financial position through inheritance, make big-ticket purchases, donate to charitable causes or plan for their financial future.
Identify the neighbourhoods where wealth transfers are likely to take place
Understand how inheritance affects the overall financial wellness of your customers
See who is likely to save, make big-ticket purchases or donate to charity by connecting WealthTransfer to PRIZM and other EA databases
• What is the average inheritance potential within my trade area?
• What customers or donors are most likely to receive an inheritance?
• What segments have the highest inheritance incidence rates?
• What is their average inheritance?
• Which areas of the city have higher inheritance rates?
As Canada’s ageing population and their net worth are projected to grow significantly over the next 10 years, the largest intergenerational transfer of wealth is expected to take place by means of inheritance. Learn how WealthTransfer can help marketers and financial institutions alike understand how to seize upon this significant opportunity.
Enhance your understanding of the financial behaviour of Canadians and develop a comprehensive picture of their assets, liabilities and net worth.