Keyword: Affluent investors

82 results found

Canada’s affluent are happy with their portfolios and are spending more

  • By: IE Staff
  • October 3, 2013 December 14, 2017
  • 10:40

High net-worth individuals are more trusting of financial services firms and willing to take on more risk

Manulife Balanced Income Private Trust and Manulife Balanced Private Trust join investment program for affluent investors

  • By: IE Staff
  • June 10, 2013 June 10, 2013
  • 14:55

HNW investors are adding fee-based accounts more often than other clients

John Koloda is a specialized consultant with more than 30 years experience in financial services

  • By: IE Staff
  • May 7, 2013 October 11, 2019
  • 09:30

Family office advisors find steady returns for HNW clients

Real estate allocations edge lower

  • By: IE Staff
  • April 18, 2013 April 18, 2013
  • 14:30

Seven in 10 say they work with a financial advisor

Manulife Private Investment Pools portfolio management provided by Manulife and Mawer

  • By: IE Staff
  • December 18, 2012 December 18, 2012
  • 16:20

Mobile millionaires place family and quality of life above business interests

  • By: IE Staff
  • December 10, 2012 December 10, 2012
  • 11:30