High-net worth

How to properly wine and dine clients

Wealthy professionals are used to doing business over a good meal. But when you want to show your appreciation, dazzle with a chef’s table and wine tasting. Even if Gordon Ramsay isn’t in your Rolodex, a night of culinary creativity is within reach.

By Jessica Bruno |May 9, 2014

5 min read

Industry

Sun Life launches funds for wealthy investors

Private Client is a line of business designed for those with higher investable assets searching for a fresh approach to investing, says the firm.

By Staff |April 1, 2014

1 min read

Economic Indicators

Luxury’s next frontier: young urban males

High-end fashion labels like Burberry and Coach are branching out to a new demographic: young urban males, says Bloomberg.

By Staff |March 28, 2014

1 min read

Economic Indicators

Once hackers, now billionaires

Did you know the creator of WhatsApp, the popular smartphone messaging service, was a hacker?

By Staff |March 14, 2014

1 min read

Take clients to a fashion show

These names sound foreign to you. Still, you hit upon the idea of taking him to a show at Toronto Fashion Week because you’re confident it’ll develop your relationship and could lead to referrals. Since you’re not a fashion insider, here’s how to deal.

4 min read

Help a wealthy client who’s lost her job

One of your wealthy clients tells you her company downsized and she lost her job. She wasn’t given much advance notice, so she’s in shock. She wonders how she’ll pay bills, and is worried about her future. How can you help?

2 min read

High-net worth

How to properly wine and dine clients

Sun Life launches funds for wealthy investors

Luxury’s next frontier: young urban males

Once hackers, now billionaires

Take clients to a fashion show

3 approaches to prospecting

Help a wealthy client who’s lost her job

Gates tops billionaires list, Buffett gains

What Buffett’s learned from buying real estate

Even among the rich, there’s a wealth gap