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Wealth in Canada: Sizing the Market Opportunity; Analyzing the wealth market in the Great White North

Wealth in Canada: Sizing the Market Opportunity; Analyzing the wealth market in the Great White North

  • July 2016
  • 35 pages
  • ID: 3997657
  • Format: PDF

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Summary
While the commodities market bust has not forced the country to contract, it did dent growth in retail savings and investment in 2015. 2016 should see a resurgence in Canadians' asset appreciation, but a tepid recovery in oil and gas along with substantial household debt loads will see slower growth over the rest of the forecast period.

Key Findings
- The affluent population in Canada will consistently expand over the forecast period, with growth strongest among the $10m+ category.

- Over half of onshore liquid retail savings and investments is in the hands of the mass affluent and thus exposed to credit risk, as these investors have often taken on considerable mortgage debt.

- After dragging down growth in retail wealth in 2015, equity assets will boost growth in 2016 along with mutual funds.

- While Canadians do not offshore substantial portions of their wealth, investing in China is a strong attraction - unsurprising given Canada's strong links to the country.

Synopsis
Verdict Financial's “Wealth in Canada: Sizing the Market Opportunity” analyzes the Canadian wealth and retail savings and investments markets, with a focus on the HNW segment. The report is based on our proprietary datasets. Specifically the report: Sizes the affluent market (both by number of individuals and the value of their liquid assets) using our proprietary datasets.

- Analyzes which asset classes are favored by Canadian retail investors and how their preferences impact the growth of the total savings and investments market.

- Examines HNW clients' attitudes towards non-liquid investments such as hedge funds, property, and commodities.

- Identifies key drivers and booking centers for offshore investments by Canadian HNW clients.

Reasons To Buy
- Benchmark your share of the Canadian wealth market against the current market size.

- Forecast your future growth prospects using our projections for the market to 2019.

- Identify your most promising client segment by analyzing penetration of affluent individuals in Canada.

- Evaluate your HNW proposition by understanding how FATCA and CRS affect your HNW clients.

- Review your offshore strategy by learning HNW motivations for offshore investments and their preferred booking centers.

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