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Keyword: High-net worth

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Senior and mature man sitting on yacht using laptop, smiling

What advisors should know about sudden wealth syndrome

  • By: Staff
  • December 10, 2018 December 13, 2018
  • 11:36
Jumping

The last two steps of the process

Businessmen on stone cubes jumping towards higher ones

Consciously deciding to sustain family wealth for the long term is atypical

Also, investors aged 30 to 39 exhibited the greatest enthusiasm, with interest steadily declining among those ages 70 and older.

  • By: Staff
  • February 13, 2018 August 21, 2018
  • 13:30

High-net-worth firms plan to increase their allocations to direct investments and co-investments over the next two years, new research from global research and consulting firm Cerulli Associates says. As the private equity market has evolved, many high-net-worth (HNW) practices have moved toward direct deals that give investors the opportunity to invest directly in a portfolio […]

  • By: Staff
  • February 8, 2018 August 21, 2018
  • 12:20

58% of wealthy Canadians have not discussed instructions for their estate with their heirs.

  • By: Staff
  • January 30, 2018 August 21, 2018
  • 11:00

Dividends are making some Canadians — the top 1% — proportionally richer. StatsCan data reveal that the top 1% of tax filers saw their share of total income rise by almost one percentage point from 2014 to 2015, thanks to a sharp increase in dividend income from Canadian corporations. In 2015, the top 1% of […]

  • By: Staff
  • November 15, 2017 August 21, 2018
  • 16:32

Ready to add to your book of private clients? At its national conference in Toronto, the Portfolio Management Association of Canada (PMAC) held a session on serving private clients. (The target client was defined as having more than $1 million in investable assets, not including equity in real estate or private business.) “The majority of […]

  • By: Staff
  • November 8, 2017 September 12, 2018
  • 17:29

IA Clarington Investments Inc. has enhanced its Elite pricing program for high-net-worth investors to include: auto-switching into the discounted Elite series for eligible investors; householding for IA Clarington Managed Portfolios starting at $100,000; and two new rebate thresholds. Householding means the benefits of Elite pricing can be extended to family member living at the same […]

  • By: Staff
  • September 25, 2017 August 21, 2018
  • 16:50

These structures can achieve estate planning objectives, not just tax ones