Keyword: High net-worth clients

254 results found

Roxana Colquhoun and Ben Slager bring complementary skills and knowledge of the HNW community

  • By: IE Staff
  • January 22, 2013 October 11, 2019
  • 15:15

Drop in wealth is particularly large for Europe

Wealthy households benefit from rebound in stock markets

Three prominent advisors from across Canada share the unique approaches they've taken to building relationships with prospective high net-worth clients

New service is designed to compete with banks

Manulife Private Wealth opens first branch

  • By: IE Staff
  • September 13, 2012 September 13, 2012
  • 09:30

Acquisition brings $1.4 billion in assets under management

  • By: IE Staff
  • August 7, 2012 August 7, 2012
  • 08:00

Pools offer HNW investors a conservative, tax-efficient strategy for non-registered assets

  • By: IE Staff
  • July 5, 2012 July 5, 2012
  • 13:30

Wealth management firms, advisor must adapt

Taxpayers and their advisors should now be aware that the so-called related-party initiative appears to be a long-term project