Advisors can overlook some of the less common types of insurance products that can be useful for affluent individuals
Network for high net worth investors continues to see strong interest in Canada
Prepare your business to meet these clients’ needs
Canadians have the highest levels of mutual fund ownership of all countries surveyed
Graham Carter, an advisor and president and CEO of CAP Advisors Inc. in Toronto, describes the sorts of challenges that his clients face and how he structures discussions with them about family wealth. He spoke with Dan Richards of clientinsights.ca.
A new survey finds HNW clients are concerned about slimming their taxes and their financial needs in retirement
World wealth to grow 50% in five years
Clients are very concerned about estate planning
High net-worth Canadian to benefit from Cumberland’s expertise and knowledge
Program offers portfolio management expertise, tax efficiency