In this episode of Capital Topics, James Parkyn and Raymond Kerzérho meet with Alain Desbiens, director for Quebec and Eastern Canada at BMO ETFs. Alain provides us with a bird’s eye view of millionaires in Canada and worldwide.

Discussion points:

The definition of a high, very high and ultra high net worth individual
Where does their wealth come from?
Their asset mix across public market holdings, private holdings, real estate, etc.
The main interests and passions of wealthy individuals
The distribution of wealth in Canada and Quebec.
And much more!

Links:

Report of the Parliamentary Budget Officer on the distribution of wealth in Canada

Credit Suisse Research Institute: Global Wealth Report 2020

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James Parkyn

James is a founding partner and Portfolio Manager at PWL Capital Inc. in Montreal with over 25 years of experience helping clients achieve their financial goals.

François Doyon La Rochelle

François is committed in delivering to his clients a disciplined and tax efficient approach to portfolio construction and management based on strategies that are supported by academic research.

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