Holding on to assets will be a major challenge as wealth passes from one generation to another
Michael Nairne, president and chief investment officer of Tacita Capital, describes how to maximize tax strategies and minimize capital gains tax losses for high net worth clients. Nairne spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto.
TIGER 21 releases first quarter asset allocation numbers
Advisors can overlook some of the less common types of insurance products that can be useful for affluent individuals
Network for high net worth investors continues to see strong interest in Canada
Prepare your business to meet these clients’ needs
Canadians have the highest levels of mutual fund ownership of all countries surveyed
Graham Carter, an advisor and president and CEO of CAP Advisors Inc. in Toronto, describes the sorts of challenges that his clients face and how he structures discussions with them about family wealth. He spoke with Dan Richards of clientinsights.ca.
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