Wealth in Canadian HNW investors are preoccupied with tax issues

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Wealth in Canada HNW Investors Understanding
HNW investors and wealth management strategies in
Canada
Published on - 31 May, 2016 Number of pages
44 Single User Price 3450
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Summary The HNW market in Canada is dominated by
family business owners and expat clients drawn
from Asia Pacific and the US. These busy owners
prefer discretionary asset management and have
little desire to try other options. As cautious
investors they favor classic investments such as
equities and bonds, investing little into less
liquid assets such as property or commodities.
Tax is a major issue for the domestic wealth
market and a key driver for booking offshore.
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• Key Findings
• The majority of HNW individuals in Canada have
  accumulated their wealth through first-generation
  entrepreneurship and family businesses.
• Expats, particularly those from China and the US,
  represent large segments in the HNW market.
• Canadian HNW investors heavily favor equities,
  followed by the fixed income security of bonds.
• HNW individuals show a strong and enduring
  preference for discretionary asset management, in
  line with regional peers such as the US.

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• Canadian HNW investors are preoccupied with tax
  issues. Demand for tax advice exceeds all other
  forms of financial planning and is also driving
  investors to book their money offshore.
• Synopsis
• MarketIntelReports Wealth in Canada HNW
  Investors report analyzes the Canadian wealth
  management market, with a focus on the HNW
  segments 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.

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• 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.

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report
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• 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.
• Develop your service proposition to match product
  and service demand expressed by Canadian HNW
  investors and react proactively to the forecasted
  change in demand.

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Wealth in Canada HNW Investors Understanding
HNW investors and wealth management strategies in
Canada
A detailed qualitative analysis of the factors
responsible for driving and restraining growth of
Wealth in Canada HNW Investors Understanding
HNW investors and wealth management strategies in
Canada are provided in the report.
Contact 1-302-684-6088 sales_at_marketintelreports.c
om www.marketintelreports.com
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HNW Investors the Market Report