Market ResearchTax PlanningWealth Management

Affluent Canadians Prioritize Education, Real Estate for their Children, and Philanthropic Giving

New research report on high-net-worth Canadians reveals the priorities, concerns and blind spots related to the transfer of wealth TORONTO, ON–According to a new report on high-net-worth (HNW) households by IG Private Wealth Management (a division of IG Wealth Management), the pandemic has caused many to pause and reflect on …

Wealth Management

Raymond James Ltd. Deepens Wealth Management Leadership Team

TORONTO, ON–Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial, Inc., today announced that effective immediately, the following changes will be made to its Wealth Management leadership team. Mario Addeo, formerly EVP, Head of Private Client Solutions, is appointed to Vice Chair, Private Client Group. …

Estate PlanningWealth Management

New MD survey finds physicians stressed but eager to learn about financial priorities

MD Financial Management shares findings from physician-based research on Canadian physicians’ financial literacy OTTAWA, ON–A lack of knowledge about financial services and products is causing stress among Canadian physicians, according to the results of a physician-based survey of financial literacy released today by MD Financial Management Inc. (MD). The stress …