The perils of fragmentation for HNW clients

Joanne Swystun and Michael Nairne, co-founders of Tacita Capital in Toronto, explain how HNW investors often have multiple managers and therefore no central CIO to manage tax efficiencies, overall portfolio strategy and asset management. Swystun and Nairne give pragmatic tips on how to ensure your HNW clients steer clear of fragmentation and build a cohesive management strategy. They spoke with Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.