Tags » Managing Wealth

Wealthy Canadians spend big on vacations, but skimp on flights, hotels

A new survey says even though the wealthiest Canadians spend three times as much as the national average on vacations, they still are more likely to fly economy. 226 more words


How to keep your kids from blowing the family fortune

When Stephen Lovell used to visit his grandparents as a kid, it was like entering the world of Cole Porter or “The Great Gatsby.”

People dressed in tuxedos and sipped cocktails. 729 more words

Personal Finance

Mutual fund fees hurt investment returns, raise expenses, study says

A report commissioned by Canadian regulators considering overhauling mutual fund fees says there is “conclusive evidence that commission-based compensation creates problems that must be addressed.” 608 more words

FP Street

It’s important to ask questions when selecting an investment adviser to help you manage your portfolio. After all, it’s your money and your future. Securities regulators advise investors to take their time and choose wisely. 1,230 more words

Managing Wealth

BMO targets high-net-worth seniors in new wealth management program

TORONTO – “The promise of living longer has come true, but the promise of living well longer has not come true in the same way.” 488 more words

Personal Finance

The global economy is facing a complex set of problems, which could get in the way of economic recovery. The price of oil has plummeted, interest rates are barely bouncing off zero and economies are struggling to gain traction, especially in Europe. 853 more words

Managing Wealth

The million-dollar tax problem: How to minimize RRSP withdrawal pain

In the wake of the recent federal budget, you can be sure that wealth managers are in overdrive, working with affluent clients to revise financial plans crafted before April 21. 1,013 more words

Personal Finance