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Keyword: Ultra high net worth clients

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Board room deal making

The acquisition adds to CI's ultra-high-net-worth business


DBRS affirms ratings on UBS, Credit Suisse, but outlook is negative

usinessman pole vaulting over a huge tax problem

The absence of criminal charges against high-net-worth residents comes in an era of rising wealth inequality

Dan Wynnyk

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


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