The new investment pools combine preferred pricing with long-term strategic asset allocation
Collins Barrow Toronto’s “What’s Your Number” will assist HNW clients in understanding their finances
The 1% of taxfilers accounted for 10.3% of Canada’s total income in 2013
Many high net-worth clients are putting off their plans and dipping into their savings to help their children through post-secondary education and beyond
Finding a compromise between greater use of technology and more personalized services can make a difference for younger HNW investors
Program tailored to address changing financial and non-financial needs as clients age
It has been announced that a Canadian credit union will integrate a private wealth service into its offering for the first time. This comes with the news that Vancouver Island’s largest financial services organization, Coastal Community Credit Union, is launching an advisory firm for the high net-worth with its wealth management partner, Credential Financial Inc., […]
Protection of capital is top of mind for many HNW Canadians
Acquisition bolsters Wealth-X’s position as the global authority in wealth intelligence
Consider organizing a philanthropic activity or an intimate concert to engage with your top clients