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Wealth in Canadian HNW investors are preoccupied with tax issues

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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. – PowerPoint PPT presentation

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Title: Wealth in Canadian HNW investors are preoccupied with tax issues


1
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
2
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.
3
  • 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.

4
  • 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.

Click Here To Check Complete Report
5
  • 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.

Avail more information from Sample Brochure of
report
6
  • 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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7
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
Click here to order a copy of Wealth in Canada
HNW Investors the Market Report
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