Three funds for HNW clients
Investors’ open-mindedness gives advisors a chance to diversify their clients’ portfolios
Blended families are more likely to indicate a lack of trust in their beneficiaries' ability to manage their wealth
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
Wealthy clients don’t have much time and want advisors to take care of their unique needs
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