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Recent research: Wealth in Canada's JNW investors report for 2017

Financial Services Market Research

Wealth in Canada: HNW Investors 2017 provides that Canadian wealth market is more balanced by gender than most of the world.Business owners are the key demographic in Canada's HNW market. HNW investors in Canada typically work with only one or two wealth management firms. Report profiling HNW consumers in Canada.

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Wealth in Canada: HNW Investors 2017 report provides that Canadian HNW individuals are drawn mainly from the ranks of business owners - overwhelmingly those in the family business segment. The most prominent industries from which HNW individuals have amassed wealth are real estate, oil and gas, agriculture, and manufacturing.

Expats represent an important part of the Canadian resident HNW population, and the majority of expats have lived in the country for more than three years.

Companies mentioned in this report: Scotiabank, RBC, Bank of Montreal, TD CanadaTrust.

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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.

Key points include in this report - 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.

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HNW demand is particularly pronounced for discretionary mandates. While demand for all types of asset management services is on the rise, discretionary asset management has enduring appeal, and demand will continue to outpace other more hands-on approaches.

Wealth managers would do well to highlight their expertise as general financial planners able to maximize returns as investment managers, while also ensuring assets are structured in support of life goals and so that the portfolio is best able to cope with the advanced business cycle.

The report "Wealth in Canada: HNW Investors 2017" analyzes the investing preferences and portfolio allocation of HNW Canadians. The report is based on our proprietary Global Wealth Managers Survey.

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In depth, this report provides the following analysis

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.

Reasons to access- 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 proposition to match the product and service demand expressed by HNW investors in Canada and react proactively to any forecasted changes.

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