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Keyword: Ultra high net worth clients

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Dan Wynnyk

Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity

donation

Wealthy donors may need help doing due diligence before they give

Canadian Parliament Building at Dusk

Regardless of political persuasion, even Canadians in the highest income bracket favour a wealth tax

We made a deal. Close up of arms of successful two business partners shaking hands. They are sitting at the table near documents in cafe. The businessman and woman are drinking coffee

The family office firm recently announced a deal with Sagard Holdings

Spending promises could lead to higher taxes, experts warn

Piggy bank with money flat icon illustration

The drop is described as a natural correction, given market conditions

Hong Kong skyline from harbour in daylight

Chinese billionaires expanded their wealth at nearly double the pace of growth in the Americas and Europe

Asia outpaces the United States for the first time

Ensure you're aligned with your prospects' expectations and needs - and tell your story in a compelling way

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