AUM increased by $134 million.
Chances are your high-net-worth (HNW) client needs your help developing an inheritance plan. That’s because only 22% of HNW Canadians have such a plan, reveals research by RBC Wealth Management, conducted in collaboration with Scorpio Partnership. This lack is all the more alarming considering an estimated $400 billion is expected to be transferred to the […]
Desjardins Group and Banque Transatlantique have created Desjardins Transatlantique – Private Wealth Management. The firm aims to serve Canadian and French high-net-worth clients with financial services, portfolio management, business transfer or intergenerational transfer needs. Read: Affluent European investors report DIY confidence “This partnership enables us to offer French expatriates in Canada complete assistance,” explains David […]
And a look at how the property markets are reacting to the U.S. political climate.
Warren Buffett has occupied the second spot on the Forbes 400 list of the wealthiest Americans for 15 years, but this year he's been knocked down a peg.
The primary benefit is that the assets within the trust are not subject to estate administration taxes, commonly known as probate fees
Even during 2008, Canada’s top 100 CEOs earned $7.3 million, on average, says a new report.
For every new billionaire, there’s an unlucky rich person who’s fallen on hard times, relatively speaking.
Chances are you're using one of their products or services right now.
Canada’s wealth managers will need to expand their skills if they’re to keep up with the demands of their rich clients.