Home High net-worth clients
Businessmen trading stock looking at graphs indexes and numbers on multiple computer screens

Investors’ open-mindedness gives advisors a chance to diversify their clients’ portfolios

last will and testament waiting to be filled and signed

Blended families are more likely to indicate a lack of trust in their beneficiaries' ability to manage their wealth

  • By: Leah Golob
  • January 30, 2018 January 30, 2018
  • 12:20
Two key HNW wealth preservation strategies

Greg Newman of Scotia Wealth Management explains two wealth preservation strategies that are key to holistic financial planning for affluent clients

The average total income for the top 1% of Canadian tax filers came in at $529,600 in 2015, a 12.2% increase from 2014.

Individual and linked accounts with a minimum of $100,000 in aggregate assets will qualify for preferred pricing

  • By: Leah Golob
  • November 2, 2017 November 2, 2017
  • 17:50
Five qualities to consider when hiring staff

Wealthy clients don’t have much time and want advisors to take care of their unique needs

  • By: Leah Golob
  • October 19, 2017 October 19, 2017
  • 18:00

Ensure you're aligned with your prospects' expectations and needs - and tell your story in a compelling way

Top clients expect top service 24/7

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Wealth preservation is key — and so are returns

Managing the experts that ultra-rich clients need is a job in itself