Wealth management

How to talk clients through family troubles

Divorce, death of family members, serious health issues and aging parents are tough family situations you need to be prepared to discuss with clients.

November 28, 2011

3 min read

Industry

Too much of a good thing

With more than 200 ETFs in Canada, are these choices helping or harming investors?

By Dan Bortolotti |November 1, 2011

4 min read

Industry

CFA Conference coverage

Managing editor Melissa Shin reports live from the the Calgary CFA Society's 2011 Wealth Management Conference from Tuesday, September 21 to Wednesday, September 22.

By Staff |September 21, 2011

51 min read

Products

Back to the land: Investing in real estate

Real estate can do more than keep the rain off your client. It can form a solid foundation in an income portfolio, shelter your client from inflation, and smooth volatility.

By Staff |September 20, 2011

5 min read

RBC Wealth Management ranks sixth in the world

RBC Wealth Management has been recognized as the sixth largest wealth managers in the world, in Scorpio Partnership’s annual survey of the global wealth industry. RBC Wealth Management improved from its seventh place ranking in last year’s Scorpio Partnership Global Private Banking KPI Benchmark. Assets under management were US$435 billion, up 15% from the previous […]

By Staff |July 14, 2011

1 min read

Key person insurance an overlooked opportunity

Entrepreneurs are the lifeblood of the economy, creating businesses, jobs and economic activity from scratch through a combination of hard work and ingenuity. But too often the companies they start and the jobs they create are at risk of destruction, if the entrepreneur is not properly insured. Key person insurance represents both potential sales growth […]

By Al Emid |July 14, 2011

4 min read

Canadian HNW more disciplined: advisors

Unlike their counterparts in the U.S. and elsewhere, Canadian HNW investors are seen by experts as a disciplined lot, with a tighter grip on their emotions when it comes to investing decisions. According to a new study by Barclays Wealth, based upon a survey of 2,000 wealthy people in 20 countries around the globe, the […]

3 min read

Scotia Private Client partners with TIGER 21

Scotia Private Client Group has entered into a strategic partnership with HNW investor group TIGER 21, allowing members access to the firm’s Total Wealth Credit Solution. The program allows members to consolidate different investment holdings as collateral for a single investment line of credit. “We feel that Scotia Private Client Group and their Total Wealth […]

By Staff |June 29, 2011

2 min read

Nearly one third of wealthy are new Canadians: BMO

BMO Harris Private Banking today released the results of a comprehensive study showing that nearly one-third (30%) of high-net-worth Canadians—those with investable assets of $1 million or more—are new Canadians (those born outside of Canada). The study, conducted by Harris Decima, also revealed that almost all (96%) affluent new Canadians keep most of their wealth […]

By Staff |June 14, 2011

2 min read