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Keyword: High net-worth clients

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Glen Rattray

Glen Rattray has guided clients through many bear markets and crises since joining the investment industry in 1985

Man moving stack of coins to growing stack of coing. Concept of investment income growth.

How to Invest: Two advisors share how they would set up a portfolio for a $10 million windfall and a $10,000 employment bonus

Arrow cube

Households are facing the dual drags of inflation and higher interest rates, report says

hand grabbing money bag

In challenging markets, mass retail firms face greater pressure on fund flows

  • September 21, 2023 September 21, 2023
  • 16:39
Tax reduction and deduction for businesses and individuals. Concept with hand turning knob to low taxation rate. Return form, exemptions, incentives.

Ineligibility for the basic exemption disadvantages commonly used structures

financial risk

With factors that drove growth now in reverse, sector confronts array of headwinds

risk

DBRS affirms ratings on UBS, Credit Suisse, but outlook is negative

mergers and acquisitions calculator

Deal adds investment counsel portfolio managers to Canada Life

planning challenge

Wealthy clients who earn capital gains and make large donations will be hit

puzzle

How to Invest: Two advisors share how they would set up a portfolio for a $10 million windfall and a $10,000 employment bonus