High-net worth

Advisor's Edge

Create a rewarding charity experience for senior clients

Knowing the basics can help advisors strengthen relationships

By Jessica Bruno |February 25, 2019

5 min read

Estate Planning

Is your client prepared for a financial windfall?

What advisors should know about sudden wealth syndrome

By Staff |December 10, 2018

2 min read

Estate Planning

Five steps to growing family wealth for the long term: Part 2

The last two steps of the process

By Chris Delaney |October 9, 2018

4 min read

Estate Planning

Five steps to growing family wealth for the long term: Part 1

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

By Chris Delaney |October 2, 2018

4 min read

High-net-worth firms to make more direct investments: report

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

1 min read

How the rich get richer

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

2 min read

Tips to serve high-net-worth clients

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

2 min read

IA Clarington enhances elite pricing for HNW clients

IA Clarington Investments Inc. has enhanced its Elite pricing program for high-net-worth investors to include: Householding means the benefits of Elite pricing can be extended to family member living at the same address and to corporate accounts. For the new thresholds, at $2.5 million in a single account, investors now receive a 12.5-basis-point (0.125%) rebate […]

By Staff |September 25, 2017

1 min read

High-net worth

Create a rewarding charity experience for senior clients

Is your client prepared for a financial windfall?

Five steps to growing family wealth for the long term: Part 2

Five steps to growing family wealth for the long term: Part 1

Wealthier retirees more likely to be interested in digital advice: report

High-net-worth firms to make more direct investments: report

Wealthy Canadians not discussing inheritance with heirs: survey

How the rich get richer

Tips to serve high-net-worth clients

IA Clarington enhances elite pricing for HNW clients