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near Regional Municipality of Durham, ON, Canada
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What is wealth management in financial services?
Wealth management is a branch of financial services dealing with the investment needs of affluent clients. These are specialised advisory services catering to the investment management needs of affluent clients.
Which Bank has the best wealth management in Canada?
Best Wealth Management Companies in Canada
Raymond James.
Investors Group (IG Wealth Management)
RBC Wealth Management.
BMO Nesbitt Burns.
CIBC Wood Gundy.
TD Private Wealth Management.
ScotiaMcleod.
IA Private Wealth.
What is the minimum amount for wealth management?
Any minimums in terms of investable assets, net worth or other metrics will be set by individual wealth managers and their firms. That said, a minimum of $2 million to $5 million in assets is the range where it makes sense to consider the services of a wealth management firm.
Are wealth advisors worth it?
Not everyone needs a financial advisor, especially since it's an additional cost. But having the extra help and advice can be paramount in reaching financial goals, especially if you're feeling stuck or unsure of how to get there.
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