Blue Heron Advisory Group of CIBC Wood Gundy

11/16/2023

A new industry survey has identified the top 3 traits of the female investor: empowered, sustainable and goal-driven.

How do high-net-worth women want to manage their wealth? Our exclusive new survey reveals three key trends that are set to shape the wealth industry for the long-term.

11/14/2023

While institutional asset managers worldwide say they’re committed to , implementation challenges persist, an annual Morningstar survey suggests.

Top concerns are returns, lack of starndardized data and regulation, Morningstar survey says

11/10/2023

The current economic environment has lead to new Gen Z investors having a unique money mindset compared to past generations.

Gen Z is grappling with new financial challenges at a time of high inflation, expensive college costs and a competitive job market.

11/02/2023

Are you looking for ways to support a philanthropic cause? Wealth planning can be a great way to highlight opportunities for charitable giving. Learn more about how to help support your community.

Wealth planning can be a great way to highlight opportunities for charitable giving and to help support your community.

10/31/2023

According to a new survey by U.S. banks, the majority of investors across age groups are willing to underperform the market in order to invest in companies aligned with their belief systems.

There are also a lot of signs that an ESG focus doesn’t necessarily mean an investor will sacrifice anything.

10/27/2023

Younger investors are willing to accept lower returns if it aligns with their values, however, current market conditions are making it harder for them to see returns.

High inflation, high interest rates, and high costs of living have impacted how younger generations invest.

10/24/2023

Despite economic growth, a sense of uncertainty prevails among economists and investors due to intricate economic indicators, volatile financial markets, and fluctuating consumer sentiment.

Economic growth persists amid rising uncertainty and volatile markets

10/19/2023

Here are 5 wealth planning tips on how you can align both your planning and personal to strengthen your financial future.

5 wealth planning tips on how you can align both your wealth planning and personal goals to strengthen your financial future.

10/17/2023

According to a new survey, continues to be a top focus for Canadian institutional investors.

A majority (98 per cent) of Canadian institutional investors consider climate change a top environmental, social and governance focus area, according to a new survey by consultancy Millani. The survey, which polled 40 institutional investors with more than $5.8 trillion in assets under management, f...

10/03/2023

A recent report shows an increased prioritization of biodiversity in reporting.

09/26/2023

Due to market volatility, the population of investors fell last year for the time since 2018.

Virtually all of the world’s major markets saw dips in their populations of super rich, with the biggest decline in Asia, according to Altrata’s World Ultra Wealth Report

09/21/2023

Female business founders end up with the smallest share of venture capital, but things are changing.

Female business founders end up with the smallest share of venture capital, even though they often run more successful enterprises than their male counterparts. But things are changing