Younger generations also feel much more social responsibility than older generations
Investment and commercial banking departments can provide leads for wealth managers
The software provider’s partnership with Canada Gives will help advisors provide a new planning approach for major donors
Montreal-based investment manager launches LionGuard Opportunities Trust Fund
More high-net worth investors expect they will live to 100
Three funds for HNW clients
Investors’ open-mindedness gives advisors a chance to diversify their clients’ portfolios
Blended families are more likely to indicate a lack of trust in their beneficiaries' ability to manage their wealth
Greg Newman of Scotia Wealth Management explains two wealth preservation strategies that are key to holistic financial planning for affluent clients
The average total income for the top 1% of Canadian tax filers came in at $529,600 in 2015, a 12.2% increase from 2014.