News and resources for Canada's top financial advisors
Est. 1998
Economic Indicators
From 1999 to 2016, the average wealth of immigrant families rose from $625,000 to $1.06 million
By Staff |April 16, 2019
2 min read
Industry
Households headed by older earners represented 31.2% of overall wealth in 2018
By Staff |March 27, 2019
Estate Planning
What advisors should know about sudden wealth syndrome
By Staff |December 10, 2018
A new report focuses on five measures of sustainable financial well-being
By Staff |October 30, 2018
Also, investors aged 30 to 39 exhibited the greatest enthusiasm, with interest steadily declining among those ages 70 and older.
By Staff |February 13, 2018
1 min read
58% of wealthy Canadians have not discussed instructions for their estate with their heirs.
By Staff |January 30, 2018
Canadians' net worth is increasing
By Staff |December 7, 2017
Almost half of Canadians (aged 18 to 54) believe that an inheritance is not part of their long-term financial future.
By Staff |November 14, 2017
HNW clients are most likely to embrace hybrid advice once a wealth-management relationship is well established.
By Staff |September 28, 2017
3 min read
Tax News
Buffett discussed the U.S. tax system with PBS Newshour
By Staff |June 29, 2017
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