Acquisition brings $1.4 billion in assets under management
Pools offer HNW investors a conservative, tax-efficient strategy for non-registered assets
Wealth management firms, advisor must adapt
Taxpayers and their advisors should now be aware that the so-called related-party initiative appears to be a long-term project
Holding on to assets will be a major challenge as wealth passes from one generation to another
Michael Nairne, president and chief investment officer of Tacita Capital, describes how to maximize tax strategies and minimize capital gains tax losses for high net worth clients. Nairne spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto.
TIGER 21 releases first quarter asset allocation numbers
Advisors can overlook some of the less common types of insurance products that can be useful for affluent individuals
