Keyword: Wealth management

709 results found

GMP Capital Inc. has cut 16 jobs and shunted 51 key support personnel to its wealth management arm, Richardson GMP, to reduce expenses in the face of challenging business conditions.

Michael Lee-Chin’s out to reshape the Canadian investment landscape. But that takes more than just launching a few funds.

Estate planning may be complex, but your clients need to protect their assets and legacies.

As the year winds down, your clients’ thoughts turn to taxes. Or not. The point, though, is that they should; because any tax issues they clear up late in 2012 or early in 2013 will mean savings throughout the coming year. As you prepare for year-end meetings, phone calls or other communications with clients, here […]

  • By: Staff
  • December 3, 2012 December 13, 2022
  • 06:00

While Canadian Business' Rich 100 list doesn’t change often, the movement that does occur can be dramatic.

Billionaire Warren Buffett is again calling for higher taxes on the ultra-rich.

  • By: Staff
  • November 28, 2012 August 21, 2018
  • 09:42

Manulife Financial has named Marianne Harrison as the senior executive vice president and general manager of its Canadian Division, effective January 1, 2013.

  • By: Staff
  • November 28, 2012 August 21, 2018
  • 05:59

The majority of investors (84%) are more interested in meeting their personal goals than in scoring stellar returns that outperform markets. Here are some tips on how to impress, serve and educate your clients.

  • By: Staff
  • November 15, 2012 August 21, 2018
  • 06:00

Smart investors can leverage tax credits to increase their ROI

  • By: Sean Wise
  • October 30, 2012 August 21, 2018
  • 10:59

Here are some ways to keep investments liquid, without sacrificing yield.