Canada News

Canadian News and
Press Release Distribution Services
Home | Submit Press Release
Unlimited Press Release Distribution
Press release distribution service

News Media

Business Vancouver
Canada News Center
Daily Herald Tribune
La Press
National Post
The Globe and Mail
The Province
The Star
The Gazette
Toronto Sun
Yahoo! Canada

Canada Business News and Press Releases

Wealth in Canada: HNW Investors 2017, by Global Wealth Managers Survey

(EMAILWIRE.COM, August 12, 2017 ) Market Research Hub (MRH) added a new research report to its vast database titled "Wealth in Canada: HNW Investors 2017", report analyzes the investing preferences and portfolio allocation of HNW Canadians. The report is based on our proprietary Global Wealth Managers Survey.

Request Free Sample Report @

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 and commodities. Tax is a major issue for the domestic wealth market and a key driver for booking offshore. There is currently strong and growing demand for financial and pension planning.

Specifically the report:
- Profiles the average HNW investor in Canada in terms of their demographics and analyzes the expat opportunity.
- Analyzes which wealth management mandates are preferred among HNW investors in Canada and how demand will develop going forward.
- Examines the allocation of HNW investors’ portfolios into different asset classes and how this will develop in the future.
- Analyzes product and service demand among HNW investors in Canada.

- 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 a large part of 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.
- Led by financial planning, HNW investors show strong demand for all planning services.

Browse Full Report with TOC @

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 investor’s 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 proposition to match the product and service demand expressed by HNW investors in Canada and react proactively to any forecasted changes.

Table of Content:
1.1. Canadian HNW individuals are concentrated among business owners 3
1.2. Key findings 3
1.3. Critical success factors 3
2.1. Family business is the dominant source of Canadian HNW wealth 8
2.1.1. Dedicated programs targeting female HNW investors are a must 8
2.1.2. Entrepreneurs are also a lucrative target market 9
2.1.3. Many HNW investors have built their fortunes through property 12
2.2. Expats are a large and important target group in Canada 13
2.2.1. Expats constitute almost 18% of the resident HNW population, making it important for wealth managers to comply with CRS rules 13
2.2.2. Friendly visa conditions encouraged migration of the rich, although this route was closed in 2014 14
2.2.3. Chinese and US individuals represent the bulk of the HNW expat population 15
3.1. Wealth managers must lead with a discretionary offering 17
3.1.1. There is a significant benefit to being the lead wealth manager in Canada 17
3.1.2. The convenience factor has to feature in every wealth managers marketing campaign 18
3.1.3. The majority of HNW wealth is kept in discretionary mandates 19
3.1.4. A strong advisory capability is also beneficial in Canada, with 35% of HNW investors exhibiting strong demand 21
3.2. Lack of time and expertise is driving demand for advisory and discretionary mandates 22
3.2.1. Demand will remain largely flat across the various different mandate types 22
3.2.2. Lack of time and knowledge mean discretionary mandates will maintain their leading position 23
3.2.3. HNW investor’s desire for non-financial assets drives self-investment 24

Make an Enquiry @

About Market Research Hub

Market Research Hub (MRH) is a next-generation reseller of research reports and analysis. MRH’s expansive collection of banking market research reports has been carefully curated to help key personnel and decision makers across industry verticals to clearly visualize their operating environment and take strategic steps.

MRH functions as an integrated platform for the following products and services: Objective and sound market forecasts, qualitative and quantitative analysis, incisive insight into defining industry trends, and market share estimates. Our reputation lies in delivering value and world-class capabilities to our clients and customers.

Contact Us
90 State Street,
Albany, NY 12207,
United States
Toll Free : 866-997-4948 (US-Canada)
Tel : +1-518-621-2074
Email :
Website :

Market Research Hub

Sudip S


Source: EmailWire.Com

Canada News by Regions
  • Atlantic Canada
  • Calgary
  • Edmonton
  • Halifax
  • Montreal
  • Ottawa
  • Quebec
  • Toronto
  • Vancouver
  • Winnipeg


    Meeting and Travel
    We are pleased to offer you this exciting, new, and entirely free professional resource. Visit our Free Meetings & Travel resource center today to browse our selection of 600+ complimentary Meetings & Travel magazines, white papers, webinars, podcasts, and more. Get popular titles including:

    Group Tour Magazine
    Event Design
    Insite from Leisure Group Travel

    No credit cards, coupons, or promo codes required. Try it today! - Press release service
    Press release distribution service

    For unlimited press release distribution for $99 per month, call (281) 645-4086 or start posting your press releases online at
    Copyright 2009 GroupWeb Media LLC

    GroupWeb Media Network
    AfricaNewswire.Net | AppleNews247.Com | AsiaNewsWire.Net | Aviation-NewsWire | Energy Industry | EstateNewsWire | | Food Beverage News | Glamour NewsWire | Health NewsWire | Hosting NewsWire | i-Auto NewsWire | i-Business News | EuropeNewsWire.Net | | i-Canada-News.Com | | iT-NewsWire.Com
    | InvestorsNewsDesk.Com | i-TravelNewsWire.Com | | | | MoneyNewsWire.Net | Movie-Stars-News.Com | PayDayNews247.Com | PharmaNewsWire.Com | Publishing-NewsWire.Com | | Telecom-NewsWire.Net | Transportation-News.Com | USGovernment-News.Com | WebPosters.Net | Wireless-NewsWire.Com | - I-Canada-News.Com is a news service of GroupWeb Media LLC