Wealth management

Tax News

5 ways to reduce tax exposure

Revenue Canada’s recent initiatives target wealthy business owners. Here are legit ways to reduce clients' tax exposure

By John Lorinc |October 3, 2012

6 min read

Tax News

Find money in tax credits

Eligible companies can claim as much as 68% of research expenditures

By Ryan Mackiewich |October 2, 2012

5 min read

Industry

Macquarie shuffles management duties

Macquarie Private Wealth (MPW) has promoted its CEO, Earl Evans, to a new role where he’ll take over all retail operations of Macquarie North America. Read: BMO and CIBC advisors move to Macquarie He remains CEO of MPW in Canada and also becomes the deputy global head of Macquarie Private Wealth worldwide. Having presided over […]

By Staff |September 26, 2012

1 min read

Estate Planning

Are your clients’ kids snobs?

Raising kids and grandkids without a sense of entitlement.

By Stephanie Bot |September 26, 2012

3 min read

Canaccord closes 16 branches

In an aggressive move to tackle market slowdown, Canaccord Financial Inc. is closing sixteen underperforming branches and refocusing its operations in major centres across Canada. Read: RBC Insurance axes most MGAs As part of the branch consolidation, Canaccord has also reduced the number of advisors at its sixteen core locations by approximately 35 advisory teams. […]

By Staff |September 24, 2012

1 min read

Canada’s top 50 young entrepreneurs

Want to expand your list of entrepreneur and business owner clients? Well, look no further. Profit has just released its 13th annual list of the 50 most successful new growth companies in Canada. Read: Hot 50: Meet the stars of growth and Looking after wealthy clients The vast majority of the companies listed (80%) started […]

August 29, 2012

1 min read

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

Wealth management

5 ways to reduce tax exposure

Find money in tax credits

Macquarie shuffles management duties

Are your clients’ kids snobs?

Canaccord closes 16 branches

Retirement date a surprise for many

Manulife launches private wealth arm

6 ways to help immigrants

Canada’s top 50 young entrepreneurs

Looking after wealthy clients