HNWI Asset Allocation in Canada 2013

Publisher Name :
Date: 28-Feb-2013
No. of pages: 70
Inquire Before Buying


•This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Canada. The report focuses on HNWI performance between the end of 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country's HNWIs have performed through the crisis.


This report provides the latest asset allocations of Canadian HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocation of Canadian HNWIs to 2017 and a comprehensive and robust background of the local economy.


  • Independent market sizing of Canadian HNWIs across five wealth bands

  • •HNWI volume, wealth and allocation trends from 2007 to 2012

  • •HNWI volume, wealth and allocation forecasts to 2017

  • •HNWI and UHNWI asset allocations across 13 asset classes

  • •Insights into the drivers of HNWI wealth

Reasons To Buy

  • The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 60,000 HNWIs from around the world.

  • •The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market.

  • •With the Database as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.

  • •Report includes comprehensive forecasts to 2017.

Key Highlights

  • There are just over 422,000 HNWIs in Canada in 2012. These HNWIs hold US$1,529 billion in wealth which equates to 26% of total individual wealth held in the country.

  • •Fixed income products recorded the strongest growth over the review period, driven by a movement into safer assets during the financial crisis.

  • As of 2012, HNWI liquid assets amounted to US$263 billion, representing 17.2% of the wealth holdings of Canadian HNWIs.

  • •WealthInsight's research showed that in 2012, 23% of Canadian HNWIs had second homes abroad.

  • •At the end of 2012, Canadian HNWIs held 26% (US$372 billion) of their wealth outside their home country, which is in line with the worldwide norm of between 20% and 30%.

HNWI Asset Allocation in Canada 2013

Table of Contents

1 Introduction
1.1 Details of this Report
1.2 Definitions

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 Analysis of Canadian HNWI investments
4.1 Analysis by Asset Classes
4.1.1 Trends in Alternative Assets
4.1.2 Trends in "Art, Wine and Wheels"
4.1.3 Trends of Investments in Real Estate
4.1.4 Trends of Investments in Cash and Deposits
4.1.5 Trends of investments in fixed income
4.1.6 Trends of investments in equity
4.1.7 Trends of investments in business interest
4.2 Analysis of Foreign Investments
4.2.1 Investments in North America (including the USA, Mexico & the Caribbean)
4.2.2 Investments in Europe
4.2.3 Investments in Asia Pacific
4.2.4 Investments in Latin America
4.2.5 Investments in Africa
4.3 Alternative Breakdown: Liquid vs. Investable Assets
4.4 Analysis of Canadian Ultra HNWI Investments

5 Appendix
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: Allocations of HNWI Assets, 2007?2017
Table 7: Canada: HNWIs ? Holdings Growth (%), 2007-2017
Table 8: Canada: HNWIs - Trends of Investments in Alternative Assets (%), 2007-2017
Table 9: Canada: HNWIs - Alternative Asset Composition (%), 2007-2017
Table 10: Canada: Trends in "Art, Wine and Wheels", 2007-2012
Table 11: Canada: Real Estate Performance in Major Cities, 2007-2012
Table 12: Canada: Residential real estate prices, US$ terms, 2012
Table 13: GLOBAL: Prime real estate prices per square meters, US$ terms, 2012
Table 14: GLOBAL: Prime International Cities, US$ Terms, 2007-2012
Table 15: Canada: HNWIs - % Foreign allocation, 2007-2017
Table 16: Canada: HNWIs - Liquidity Breakdown (US$ Billion), 2007-2017
Table 17: Canada: HNWIs - Liquidity Breakdown (%), 2007-2017
Table 18: Canada: UHNWIs - Allocations and Share of HNWI Assets, 2012
Table 19: Canada: Income Tax Brackets, 2012
Table 20: Canada: VAT by State, 2012
Table 21: Canada: Provincial corporate tax rates, 2012
Table 22: Canada: LC to USD Exchange Rate, 2007-2017
Table 23: Canada: Real GDP Growth, 2007-2017
Table 24: Canada: GDP Per Capita, 2007-2017
Table 25: Canada: Domestic Market Capitalization (US$ Billions) 2007-2011
Table 26: Canada: Commodity Indices, 2007-2017
Table 27: Canada: Foreign Direct Investments (US$ Billions) 2007-2017
Table 28: Canada: Inflation Rate, 2007-2017
Table 29: Canada: Money Market Rate, 2007-2017
Table 30: Canada: Balance of Payments (US$ Billions) 2007-2012
Table 31: Canada: Government Debt to GDP, 2007-2017
Table 32: Canada: Stock Market Performance, 2007-2012
Table 33: Canada: HNWI Wealth vs GDP Ratio, 2007-2017
Table 34: Canada: Appendix One
Table 35: 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: HNWIs - Asset Class Composition, 2007-2017
Figure 7: Canada: HNWIs - Trends in Alternative Assets (in US$ Billion), 2007-2017
Figure 8: Canada: Trends in "Art, Wine and Wheels", 2007-2012
Figure 9: Canada: HNWIs - Foreign Investment Allocation and Growth (%), 2012-2017
Figure 10: Canada: HNWIs - Global Distribution of Foreign Investments, 2007-2017
Figure 11: Canada: HNWIs - Liquidity Breakdown (%), 2007-2017
Figure 12: Canada: UHNWIs - Asset Class Composition, 2007-2017
Figure 13: Canada: LC to USD Exchange Rate, 2007-2017
Figure 14: Canada: Real GDP Growth (%), 2007-2017
Figure 15: Canada: GDP Per Capita, 2007-2017
Figure 16: Canada: Domestic Market Capitalization (US$ Billion) 2007-2011
Figure 17: Canada: Commodity Indices, 2007-2017
Figure 18: Canada: Foreign Direct Investments (US$ Billion) 2007-2017
Figure 19: Canada: Inflation Rate, 2007-2017
Figure 20: Canada: Money Market Rate, 2007-2017
Figure 21: Canada: Balance of Payments (US$ Billion) 2007-2012
Figure 22: Canada: Government Debt to GDP, 2007-2017
Figure 23: Canada: Stock Market Performance, 2007-2012
Figure 24: Canada: HNWI Wealth vs GDP Ratio, 2007-2017
Figure 25: Canada: HNWIs - Volume by Wealth Band, 2007-2017
Figure 26: Canada: HNWIs - Wealth by Wealth Band (in US$ Billion), 2007-2017
Figure 27: Canada: HNWIs - Wealth Per Capita (in US$ Billion), 2007-2017

  • Global Public Safety LTE Ecosystem Overview
    In view of its flourishing ecosystem, spectrum flexibility and performance metrics, LTE has emerged as the leading candidate for public safety mobile broadband networks. Public safety organizations and establishments have already begun planning to advance their networks to LTE-based public safety solutions. LTE provisions a varied range of services, from high bandwidth data services to [...]
  • RnR Market Research: Biochips Market Insights
    Growing R&D investment and subcontracting of pharmaceutical companies would lead to growth in biochips market in Asia along with an increase in the application of biochips products is estimated to improve opportunity for the global biochip market. Conversely, the high cost involved in manufacturing of biochips can be seen as a challenge for the same. [...]
  • Current State of Blood Banking Market, Products, Technologies and Services
    The global blood banking and blood products market is expected to reach US$41.9 billion by 2020 with USA continuing to be the largest market worldwide. Asia-Pacific follows a close second with a projected CAGR of 9.1% during this period owing to the refining healthcare infrastructure and increase in the per capita healthcare expenditure. The major [...]
  • Surgical Robots Market 2016 Updates on Companies, Products and More
    Surgical robots are medical devices that assist surgeons in performing many types of complex procedures with more accuracy, flexibility and control than is possible with conventional techniques. The aim of surgical robots market players is to provide improved diagnostic skills, a less invasive and more comfortable experience for the patient, and the ability to do [...]
  • International Wound Cleanser Industry 2019 Forecasts with Feasibility Study of Future Projects
    ‘Market Research Report on Global and Chinese Wound Cleanser Industry, 2009-2019’ is a comprehensive market research report that offers top-notch industry insights and analyzes the growth prospects of the industry, along with evaluating the up-surging opportunities in the Global and Chinese market over the forecast period of 2014-2019. The methodically planned sections of the research [...]
  • HNW Offshore Investment: Drivers and Motivations; Analyzing the drivers behind HNW offshore investments
    Published: 22-Jun-2016        Price: US 5250 Onwards        Pages: 33
    Summary There are multiple drivers for HNW offshore investment. At a global level, almost a quarter of HNW individuals invest their assets offshore to gain access to a better or wider range of investment options, making it the most important driver. Tax efficiencies rank second, followed by access to better investment options. However, bearish financial markets and strong currency volatility in many parts of the world are also motivating investors to seek better retur......
  • Wealth in Poland: HNW Investors; Understanding HNW investors and wealth management strategies.
    Published: 17-Jun-2016        Price: US 3450 Onwards        Pages: 45
    Summary The Polish HNW population is dominated by entrepreneurs who prefer to stay in control of their finances, even if they lack experience in capital markets. While they do approach wealth managers for investment advice, Polish HNW investors like to sign off most decisions regarding their portfolios. With the 2008-09 financial crisis fresh in mind, they focus on low-risk products which do not offer high margins to banks. Hence the main challenge for Polish competit......
  • Wealth in Brazil: HNW Investors; Understanding HNW investors and wealth management strategies.
    Published: 16-Jun-2016        Price: US 3450 Onwards        Pages: 43
    Summary The majority of wealth in Brazil originates from the construction and finance industries, and can be attributed to a range of sources. These investors are confident enough to deal with their financial affairs, but to gain access to sophisticated products and achieve better returns they opt for management services. Investment portfolios are built around cash and bonds, but it is expected that alternative holdings will continue to gain importance. ......
  • South Africa Wealth Report 2016
    Published: 14-Jun-2016        Price: US 4995 Onwards        Pages: 93
    Synopsis This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in South Africa. Summary This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in South Africa. It also includes an evaluation of the local wealth management market. Scope Independent market sizing of Sout......
  • Wealth in Canada: HNW Investors; Understanding HNW investors and wealth management strategies in Canada.
    Published: 31-May-2016        Price: US 3450 Onwards        Pages: 44
    Summary The 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 or commodities. Tax is a major issue for the domestic wealth market and a key driver for booking offshore.......
  • Wealth in the US: HNW Investors; Understanding HNW investors and wealth management strategies
    Published: 28-May-2016        Price: US 3450 Onwards        Pages: 43
    Summary The US is the largest wealth market in the world, and home to a diverse and sizable HNW segment. As the population continues to age, building ties with younger generations will ensure successful transfers of wealth to beneficiaries. Less than 25% of client investment portfolios are allocated into bond investments, and with less demand expected in the future more pressure is placed on better returns from alternative investments. Key Findings......
  • Wealth in the UAE: HNW Investors
    Published: 25-May-2016        Price: US 3450 Onwards        Pages: 41
    Summary The resident population in the UAE is predominantly comprised of expats. Reflecting this, expats also constitute a noteworthy 75.6% of the local HNW population - which has considerable implications when it comes to investors' product and service demand. With strong demand for all planning services, being able to offer a holistic service proposition is a must in the UAE. Emirati HNW individuals typically come from either an entrepreneurial background or have so......
  • Nigeria Wealth Report 2016
    Published: 24-May-2016        Price: US 4995 Onwards        Pages: 94
    Synopsis This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Nigeria. Summary This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in Nigeria. It also includes an evaluation of the local wealth management market. Scope Independent market sizing of the Nigerian HNWIs f......
  • Direct vs Fund Investments: HNW Preferences
    Published: 21-May-2016        Price: US 5250 Onwards        Pages: 38
    Summary Globally, 44% of HNW wealth is held via funds as opposed to directly. However, there are significant regional differences when it comes to investment preferences. For example, HNW investors in the US, and to a lesser extent in Western Europe, are significantly more likely to invest in funds than their peers in Central and Eastern Europe, Asia Pacific, and the Middle East. Furthermore, while equity funds prevail across the globe, they are particularly prominent......
    Value for Money
    We believe in "optimum utilization of available budget and resources". While servicing our clients' (your) market research requirements, we keep the same approach in focus to help you get the best value for your $$s.
    Ever Growing Inventory
    Ranging from the smallest feasible / required data (datasheets, data facts, SWOT analysis, company profiles, etc) to full research reports that help you make decisions, our inventory is updated almost on a daily basis with the latest industry reports from domain experts that track more than 5000 niche sectors.
    One Stop Solution
    Need a custom research report on medical devices market? Require all available business intelligence on 3D printing industry? Exploring F&B sector of a particular country/region? is your one-stop-solution to all market intelligence needs. We not only offer custom research and consulting services, we also "bundle" reports to meet your needs and help you fetch the data analysis you require for your business.
    Dedicated Client Engagement
    Not limited to only "finding" relevant reports for you, our client engagement team dedicates its efforts to understand your "business need" and accordingly maps available research data to help you move forward. Call "your" client engagement executive any time of your day and get your questions answered in order to make the correct business decision.
    Saving Time and Efforts
    Simply share your research requirement details with us and let us do all the hard work to find required intelligence for you. When you add up our "one stop solution" and "dedicated client engagement" services mentioned above, you obviously know the time and effort saving you do by working with us.
    Payment Flexibility
    Working with Fortune 500 organizations, we understand the importance of being flexible for payments. Share your payment terms with us and we will surely match up to them to ensure you get access to required business intelligence data without having to wait for the payment to be done.
    Post-Purchase Research Support
    Have questions after reading a report / datasheet bought through us? Not sure about the methodology used for data available in the research? Talk to us / Share your questions with us and if required, we will connect you with the analyst(s)/author(s) of the report(s) and ensure you get satisfactory answers for the same. Need more data / analysis / report(s) on the topic of your research/project? The team is here for you 24X7 to support you with your post-purchase requirements. Subscription Offers & Packages (Get in touch with us for more details - / +1 888 391 5441 )
    • Ad Hoc
    • Pay - as - you - go / Bucket Subscriptions
    • Fixed Cost for #of reports
    • Customize / Personalize as per your needs