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Old Montreal Port Downtown at night

Montreal-based investment manager launches LionGuard Opportunities Trust Fund

  • By: IE Staff
  • April 25, 2018 April 25, 2018
  • 10:20
Growth red graph over golden coins stacks over white

More high-net worth investors expect they will live to 100

Growth red graph over golden coins stacks over white

Three funds for HNW clients

  • By: IE Staff
  • March 19, 2018 March 19, 2018
  • 13:00
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