Bond holdings remain above the global average
Cash and near-cash investments are well below average in Canada
Property is a small element of Canadian HNW investment portfolios
Commodity investments are of little interest to Canadian HNW clients
Canadian HNW investors are more open to alternatives than average
CANADIAN HNW PRODUCT AND SERVICE DEMAND
Planning services are in high demand in Canada
Canadian HNW individuals show strong demand for tax advice
An aging client base will make pension and inheritance planning much more sought after
Tax advice is in high demand in Canada
Multiple governments, each able to levy taxes, make Canadians keen on advice
Wealth managers lacking the in-house resources to provide tax advice need to address this
immediately
APPENDIX
Abbreviations and acronyms
Definitions
Affluent
HNW
Liquid assets
Mass affluent
Methodology
Verdict Financial's 2015 Global Wealth Managers Survey
Bibliography
Further reading
About Verdict Financial