High-net worth

Looking after wealthy clients

Wealthy clients are focusing more on health and philanthropy, and are scaling back on luxury purchases, says wealth managers. Check out more coverage and tips from the 2011 Annual Wealth Management Conference in Toronto.

By Sheila Avari |August 28, 2012

27 min read

Tax News

CRA cracks down on the wealthy

Don’t let your clients get caught up in the CRA's related party initiative dragnet. If one or more of the following questions apply to them, suggest they call a tax lawyer.

By John Lorinc |July 23, 2012

1 min read

Market Insights

How 2008 changed wealthy investors

High-net-worth investors have changed priorities after the financial meltdown

By Sheila Avari |July 9, 2012

3 min read

Market Insights

Canada’s wealthy families – a dying breed

The Bassetts, Bronfmans, Rolands, and Crosbies—all gone as significant business clusters. Is the golden age of powerhouse commercial family institutions over?

By Peter C. Newman |July 6, 2012

2 min read

Scotia offers fund class for wealthy clients

Scotia Private Client Group has launched its Scotia Private Corporate Class Pools—a new class of funds geared to wealthy Canadians looking to boost their portfolios by deferring and minimizing the taxes paid on non-registered investments. The funds cater to clients who favour a more conservative investment approach, says Tuula Jalasjaa, Managing Director and Head, Investment […]

By Staff |July 5, 2012

1 min read

What rich people did when markets tanked

August was a month of extreme volatility, largely blamed on the S&P downgrade of U.S. long-term debt. While that move triggered panic selling among most retail investors, the wealthy stood out, taking a steady and balanced approach, according to a study conducted by PriceMetrix.

2 min read

A real estate empire: Closing the deal

Up to this point, we’ve explored how to develop a real estate empire by examining the principles behind real estate as an investment, what conditions are necessary to get started, and what you need to know about real estate investing in order to build your own portfolio.

4 min read

How to build a real estate empire

In part one of this series, we asked a few questions to help decide whether or not direct ownership of hard asset real estate was the right fit for your client. If you’ve considered those questions and decided that it’s something they have the capacity to pursue, read on to learn the next steps.