Challenges and Opportunities for the Wealth Sector in Canada 2013
Table of Contents
1.1 Details of this Report
2 Executive Summary
3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Benchmarking Canada Wealth in Context
3.3.1 World Statistics
3.3.2 Distribution of wealth in Canada
3.4 HNWI Volume and Wealth Trends
4 Competitive Landscape of the Wealth Sector
4.1 Competitive landscape
4.1.1 Private Banks
4.1.2 Wealth Managers
4.1.3 Family offices
4.1.4 Financial Advisors
4.2 Developments in Canada's Private Banking Industry
4.3 Canada's Wealth Management Industry - Clientele Model and Maturity
4.4 Behavioral Mapping of Wealth Management and Private Banking Industry in Canada
4.5 Porter's Five Force Analysis - Wealth Management Industry in the Canada
4.6 Financial Services Review
4.6.1 Retail banks
4.6.2 Fund Management
5 Appendix 41
5.1 Additional Components of the Wealth Sector in Canada
5.2 Regulations on Taxes
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
5.4.1 LC to US$ exchange rate
5.4.2 Real GDP growth
5.4.3 Per capita GDP
5.4.4 Domestic market capitalization
5.4.5 Commodity index
5.4.6 Foreign direct investment
5.4.7 Inflation rate
5.4.8 Interest rate
5.4.9 Balance of payments
5.4.10 Government debt
5.4.11 Stock market performance
5.5 Wealth Breakdowns
6 About WealthInsight
List of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Canada: Regions in Canada, 2012
Table 3: Canada: Largest 10 Cities in Canada, 2012
Table 4: Canada: Fastest growing cities in Canada by population, 2006 - 2011
Table 5: Canada: Fastest growing cities in Canada (economic growth), 2011 - 2012
Table 6: Canada: Major Private Banks by local AuM, 2012
Table 7: Canada: Other Private Banks by global AuM, 2012
Table 8: Canada: Wealth Managers Per City
Table 9: Canada: Largest Wealth Managers, 2012
Table 10: Canada: Other Wealth Managers, 2012
Table 11: Canada: Family Offices, 2012
Table 12: Canada: Financial Advisors by City, 2012
Table 13: Canada: Wealth Management Industry - Recent M&A Activity
Table 14: Canada: Income Tax Brackets, 2012
Table 15: Canada: VAT by State, 2012
Table 16: Canada: Provincial corporate tax rates, 2012
Table 17: Canada: LC to USD Exchange Rate, 2007-2017
Table 18: Canada: Real GDP Growth, 2007-2017
Table 19: Canada: GDP Per Capita, 2007-2017
Table 20: Canada: Domestic Market Capitalization (US$ Billions) 2007-2011
Table 21: Canada: Commodity Indices, 2007-2017
Table 22: Canada: Foreign Direct Investments (US$ Billions) 2007-2017
Table 23: Canada: Inflation Rate, 2007-2017
Table 24: Canada: Money Market Rate, 2007-2017
Table 25: Canada: Balance of Payments (US$ Billions) 2007-2012
Table 26: Canada: Government Debt to GDP, 2007-2017
Table 27: Canada: Stock Market Performance, 2007-2012
Table 28: Canada: HNWI Wealth vs GDP Ratio, 2007-2017
Table 29: Canada: Appendix One
Table 30: Canada: Appendix Two
List of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: Canada: Map
Figure 3: Canada: Asset Price Performance, 2007-2012
Figure 4: Canada: HNWI Performance, 2007-2017
Figure 5: Canada: Canadian HNWIs vs the World
Figure 6: Canada: Wealth Management Industry - Maturity Level of Players
Figure 7: Canada: Wealth Management Industry - Behavioral Mapping, 2012
Figure 8: Canada: Wealth Management Industry - Five Forces Analysis
Figure 9: Canada: LC to USD Exchange Rate, 2007-2017
Figure 10: Canada: Real GDP Growth (%), 2007-2017
Figure 11: Canada: GDP Per Capita, 2007-2017
Figure 12: Canada: Domestic Market Capitalization (US$ Billion) 2007-2011
Figure 13: Canada: Commodity Indices, 2007-2017
Figure 14: Canada: Foreign Direct Investments (US$ Billion) 2007-2017
Figure 15: Canada: Inflation Rate, 2007-2017
Figure 16: Canada: Money Market Rate, 2007-2017
Figure 17: Canada: Balance of Payments (US$ Billion) 2007-2012
Figure 18: Canada: Government Debt to GDP, 2007-2017
Figure 19: Canada: Stock Market Performance, 2007-2012
Figure 20: Canada: HNWI Wealth vs GDP Ratio, 2007-2017
Figure 21: Canada: HNWIs - Volume by Wealth Band, 2007-2017
Figure 22: Canada: HNWIs - Wealth by Wealth Band (in US$ Billion), 2007-2017
Figure 23: Canada: HNWIs - Wealth Per Capita (in US$ Billion), 2007-2017
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