Deal adds investment counsel portfolio managers to Canada Life
Wealthy clients who earn capital gains and make large donations will be hit
How to Invest: Two advisors share how they would set up a portfolio for a $10 million windfall and a $10,000 employment bonus
Nearly half of HNW Canadians surveyed say pandemic has affected retirement planning
Two advisors share how they would set up a portfolio for a $10 million windfall
Clients with windfalls need to diversify and mitigate risk
Parents are helping children buy houses and start businesses
As taxes on the wealthy increase, strategies such as diversifying income sources and income splitting can be beneficial
Some advisors say wealthy investors are not getting service that meets high expectations
Advisors need more support to retain mass-affluent clients with growing wealth