High-net worth

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Estate Planning

The benefits of family trusts

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

By Frank Di Pietro |June 30, 2017

5 min read

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Industry

Gluskin Sheff + Associates reveals 1.5% increase in AUM

AUM increased by $134 million.

By Staff |April 19, 2017

1 min read

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Planning and Advice

Get your HNW client out of legacy limbo

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 […]

By Staff |January 31, 2017

2 min read

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Industry

Desjardins enters partnership to serve French clients

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 […]

By Staff |January 25, 2017

1 min read