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Keyword: High net-worth clients

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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 August 14, 2018
  • 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


Wealth preservation is key — and so are returns

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

Rising numbers of HNW clients are asking about socially responsible investing

Alternative investments may hold answers when clients seek both returns and stability