Synopsis
Verdict Financial's “Wealth in Canada: HNW Investors” report analyzes the Canadian wealth
management market, with a focus on the HNW segment's demographics, investment preferences and
services demand. The report is based on our proprietary survey of wealth managers.
Specifically the report:
- Profiles the average Canadian HNW investor in terms of their demographics and analyzes the expat
opportunity in Canada.
- Analyzes which wealth management mandates are preferred among Canadian HNW investors and
how demand will develop looking forward.
- Examines the allocation of Canadian HNW investors' portfolios into different asset classes and how
the allocation is expected to develop in the future.
- Analyzes product and service demand among Canadian HNW investors.
Reasons To Buy
- Develop and enhance your client targeting strategies using our data on HNW profiles and sources of
wealth.
- Give your marketing strategies the edge required and capture new clients using insights from our
data on HNW investors' drivers for seeking investment advice vs self-directing.
- Tailor your investment product portfolio to match current and future demand for different asset
classes among HNW individuals.