News and resources for Canada's top financial advisors
Est. 1998
Industry
Canada’s wealth managers will need to expand their skills if they’re to keep up with the demands of their rich clients.
By Staff |November 16, 2015
1 min read
Your clients are loyal. While our Investor Insights* research shows they probably have other financial advisors, it also shows that, on average, you manage three-quarters of your clients’ wealth.
By Staff |November 6, 2015
They also manage more money, have higher revenues and are more productive overall, finds a PriceMetrix report.
By Staff |October 6, 2015
2 min read
Here's how to help these clients protect their fortunes.
September 4, 2015
Planning and Advice
Canada’s wealthy aren’t just clustered in downtown Toronto, along the water in Vancouver, or in Calgary's suburbs.
By Staff |August 28, 2015
Are you or your clients planning a cross-Canada tour this summer?
By Staff |July 9, 2015
Hundreds of thousands of Calgarians will be up at the crack of dawn to take in the kickoff to the Calgary Stampede.
By Staff, with files from The Canadian Press |July 3, 2015
76% of wealth managers say they understand the needs of younger rich clients, while only 61% of clients agree, finds a report. Read more.
By Staff |June 18, 2015
Economic Indicators
Twenty of the biggest family-owned businesses in Canada are among the 500 largest family-controlled firms across the globe.
By Graham F. Scott, Canadian Business |June 8, 2015
North America and Europe are among the world’s most developed markets.
By Staff |March 9, 2015
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