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.
They also manage more money, have higher revenues and are more productive overall, finds a PriceMetrix report.
Here's how to help these clients protect their fortunes.
Canada’s wealthy aren’t just clustered in downtown Toronto, along the water in Vancouver, or in Calgary's suburbs.
Are you or your clients planning a cross-Canada tour this summer?
Hundreds of thousands of Calgarians will be up at the crack of dawn to take in the kickoff to the Calgary Stampede.
76% of wealth managers say they understand the needs of younger rich clients, while only 61% of clients agree, finds a report. Read more.
Twenty of the biggest family-owned businesses in Canada are among the 500 largest family-controlled firms across the globe.
North America and Europe are among the world’s most developed markets.
Bull Wealth Management has been named the Best Alternative Investment Analysis Firm in Canada by the BarclayHedge 2015 Hedge Fund Awards.