Home Ultra high net worth clients

Keyword: Ultra high net worth clients

30 results found
announcement

Michael Kaumeyer will be based in Calgary and work nationally for the firm

  • By: IE Staff
  • October 9, 2024 October 9, 2024
  • 14:09
signing document

Regulator orders fines, disgorgement against portfolio manager, broker

Board room deal making

The acquisition adds to CI's ultra-high-net-worth business

DBRS affirms ratings on UBS, Credit Suisse, but outlook is negative

The absence of criminal charges against high-net-worth residents comes in an era of rising wealth inequality

Dan Wynnyk

Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity

donation

Wealthy donors may need help doing due diligence before they give

Canadian Parliament Building at Dusk

Regardless of political persuasion, even Canadians in the highest income bracket favour a wealth tax

The family office firm recently announced a deal with Sagard Holdings

Spending promises could lead to higher taxes, experts warn