A new survey finds HNW clients are concerned about slimming their taxes and their financial needs in retirement
World wealth to grow 50% in five years
Clients are very concerned about estate planning
High net-worth Canadian to benefit from Cumberland’s expertise and knowledge
Program offers portfolio management expertise, tax efficiency
Many of Canada’s wealthiest people have actually seen their fortunes shrink in the past year
InvesTank 888 is the second such network to become operational in Canada
Building trust with HNW clients means building client loyalty
A U.S. study of affluent clients reveals significant deficiencies in their financial plans, estate plans and communication — with both their spouses and their advisors
Learn about the needs and expectations of high net-worth clients
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