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5 days ago · Separately managed accounts (SMAs) are gaining traction among Canadian wealth managers, carving out a small but fast-growing niche, particularly when serving high-net-worth (HNW) clients. SMAs ...
2 days ago · The Certified International Wealth Manager (CIWM) is a diploma set at degree/graduate level with a strong practical focus. It is aimed at financial, legal and other professionals who already work in the wealth management industry and are keen to develop their in-depth knowledge and expertise. CIWM is tailor-made for: investment advisors
4 days ago · As of April 30, CWB’s wealth management division had $11.2 billion in assets under supervision: $8.8 billion in assets under management and administration, and $2.4 billion in assets under advisory (primarily related to its Indigenous Services business). That compared to $10.0 billion in assets under supervision on Oct. 31, 2023.
2 days ago · In other words, subtract your expenses from your income to arrive at your net cash flow. 4. Analyze your cash flow statement. A positive cash flow means that you have more cash coming in than going out — that’s generally a good thing. Once your expenses are covered, you can use the excess to invest or save.
3 days ago · Small financial institutions, such as credit unions, typically offer more competitive GIC rates than the large banks. As of June 11, 2024, BMO, National Bank of Canada and Scotiabank offer the ...
1 day ago · 1. The Principle of Diversification: One of the cornerstones of wealth management is diversification. By spreading investments across different asset classes, sectors, and geographies, individuals can mitigate risk and enhance potential returns. For example, a portfolio that includes a mix of stocks, bonds, real estate, and commodities is less ...
5 days ago · The products offer wealthy clients fund strategies with the benefit of tailored investment management Separately managed accounts are gaining traction among Canadian wealth managers, carving out a small but fast-growing niche, particularly when serving high-net-worth clients. The investment industry ...
