High-net worth

Tips to serve high-net-worth clients Fallback Image Decorative pattern

Planning and Advice

Tips to serve high-net-worth clients

Ready to add to your book of private clients? At its national conference in Toronto, the Portfolio Management Association of Canada (PMAC) held a session on serving private clients. (The target client was defined as having more than $1 million in investable assets, not including equity in real estate or private business.) “The majority of […]

By Staff |November 8, 2017

2 min read

IA Clarington enhances elite pricing for HNW clients Fallback Image Decorative pattern

Industry

IA Clarington enhances elite pricing for HNW clients

IA Clarington Investments Inc. has enhanced its Elite pricing program for high-net-worth investors to include: Householding means the benefits of Elite pricing can be extended to family member living at the same address and to corporate accounts. For the new thresholds, at $2.5 million in a single account, investors now receive a 12.5-basis-point (0.125%) rebate […]

By Staff |September 25, 2017

1 min read

The benefits of family trusts Fallback Image Decorative pattern

Estate Planning

The benefits of family trusts

These structures can achieve estate planning objectives, not just tax ones

By Frank Di Pietro |June 30, 2017

5 min read

Gluskin Sheff + Associates reveals 1.5% increase in AUM Fallback Image Decorative pattern

Industry

Gluskin Sheff + Associates reveals 1.5% increase in AUM

AUM increased by $134 million.

By Staff |April 19, 2017

1 min read