HNW clients are most likely to embrace hybrid advice once a wealth-management relationship is well established.
Can you fulfil their wish list?
They must always double-check
Amid recently proposed tax reforms, there’s finally some good news for your business owner client: the Canada–European Union Comprehensive Economic and Trade Agreement (CETA) comes into effect tomorrow. The deal eliminates 98% of tariffs between Canada and the EU. But only about one in five (18%) of small and medium-sized businesses are very or somewhat […]
Clients and advisors share their thoughts — 50 of them — in a survey sponsored by Mackenzie Investments. More than three-quarters (78%) of investors surveyed say it’s important for advisors to offer products and services from Canadian-owned asset management companies. Just under three-quarters (72%) say it’s important for asset management companies to have unique expertise […]
As the conversation on embedded commissions continues, new data from StatsCan shed light on Canadian incomes — data that concurs with the description of mass-market households as described in CSA’s proposal. Read: OSC’s embedded commissions roundtable agenda The median total income of Canadian households was $70,336 in 2015, reveals StatsCan census data released today. Though […]
Women's needs differ from those of men, says white paper
A poll of Canadian workers reveals challenge of retirement planning
All clients are affected, not only those in their 60s
As households change, so too might financial planning