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Keyword: High net-worth clients

234 results found
financial growth

Two advisors share how they would set up a portfolio for a $10 million windfall

Toronto real estate

Clients with windfalls need to diversify and mitigate risk

extended family walking on beach

Parents are helping children buy houses and start businesses

map of the 2021 top marginal tax rates in Canada

As taxes on the wealthy increase, strategies such as diversifying income sources and income splitting can be beneficial

high-net-worth clients

Some advisors say wealthy investors are not getting service that meets high expectations

path to success

Advisors need more support to retain mass-affluent clients with growing wealth

  • By: Emily Fox
  • August 30, 2021 August 26, 2021
  • 00:15
extended family walking on beach

Private Client Advice will provide customized coverage

  • By: IE Staff
  • July 21, 2021 July 21, 2021
  • 11:39
Horn speaker for public relations sign symbol, vintage color - sun with blue sky

The Grondin Group has partnered with Walter GAM and W Investments Group

  • By: IE Staff
  • May 5, 2021 May 5, 2021
  • 11:07
stage curtain

Alex Catterick is taking on a newly created role, overseeing high-net-worth strategy in private markets

  • By: IE Staff
  • April 16, 2021 April 16, 2021
  • 12:25
man opening curtain to reveal something

The firm says exposure to private companies will offer enhanced diversification to HNW investors

  • By: IE Staff
  • April 13, 2021 April 13, 2021
  • 11:20