Ultra high net worth clients – Investment Executive

CI Financial buys Montreal-based wealth manager Coriel Capital

rudy — Thu, 10 Aug 2023 18:28:28 +0000

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

jameslangton — Wed, 21 Jun 2023 17:27:38 +0000

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

gregdalgetty — Tue, 22 Jun 2021 13:26:30 +0000

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

gregdalgetty — Mon, 22 Feb 2021 05:11:00 +0000

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

gregdalgetty — Mon, 14 Dec 2020 05:14:00 +0000

Wealthy donors may need help doing due diligence before they give

gregdalgetty — Thu, 19 Nov 2020 18:34:14 +0000

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

rudy — Wed, 14 Oct 2020 18:58:46 +0000

The family office firm recently announced a deal with Sagard Holdings

gregdalgetty — Fri, 09 Oct 2020 04:13:00 +0000

Spending promises could lead to higher taxes, experts warn

jameslangton — Fri, 08 Nov 2019 16:12:06 +0000

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

Alan — Fri, 26 Oct 2018 16:00:54 +0000

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