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HNWI Asset Allocation in Canada 2014

Published: Dec-2014 | Format: PDF | WealthInsight | Number of pages: 67 | Code: MRS - 2008


  • 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 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's HNWIs have performed through the crisis.


This report provides the latest asset allocations of Canada HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Canada HNWIs to 2018 and a comprehensive and robust background of the local economy.


  • Independent market sizing of Canada HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2009 to 2013
  • HNWI volume and wealth forecasts to 2018
  • 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 2018.

Key Highlights

  • In 2013, equities was the largest asset class for Canadian HNWIs with 29.5% of total HNWI assets, followed by business interests with 25.4%, real estate with 20.2%, fixed-income with 11.5%, alternatives with 7.7%, and cash and deposits with 5.8%.
  • Equities, alternatives and business interests recorded growth at respective review-period rates of 62%, 46% and 44%. 
  • Alternative assets held by Canadian HNWIs increased during the review period, going from 7.6% of total HNWI assets in 2009 to 7.7% in 2013. HNWI allocations to commodities increased from 1.4% of total assets in 2009 to 1.8% in 2013. 
  • Allocations in commodities are expected to decline over the forecast period, reaching 1.3% of total HNWI assets by 2018, as global liquidity tightens from an expected drop in demand from China for raw materials, which will cause global commodity prices to flatten out.
  • In 2013, Canadian HNWI liquid assets amounted to US$764.9 billion, representing 46.8% of wealth holdings.
Table of Contents
1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Social Background
3.4 Benchmarking Canadian Wealth in Context
3.4.1 Distribution of wealth in Canada
3.5 HNWI Volume and Wealth Trends
4 Analysis of Canadian HNWI Investments
4.1 Analysis by Asset Class
4.1.1 Trends in alternative assets
4.1.2 Trends in ‘art, wine and wheels’
4.1.3 Trends of investments in real estate
4.1.4 Trends of investments in cash and deposits
4.1.5 Trends of investments in fixed income
4.1.6 Investment trends in equity
4.1.7 Investments trends in business interests
4.2 Analysis of Foreign Investments
4.2.1 Investments in Europe
4.2.2 Investments in North America (including the US, Mexico and the Caribbean)
4.2.3 Investments in Asia-Pacific
4.2.4 Investments in Central and South America
4.2.5 Investments in the Middle East
4.2.6 Investments in Africa
4.3 Alternative Breakdown: Liquid vs Investable Assets
4.4 Analysis of Canadian UHNWI Investments
5 Appendix
5.1 Additional Components of the Wealth Sector in Canada
5.1.1 Philanthropy
5.1.2 Demand for intergenerational wealth transfer
5.1.3 Human resource availability for the wealth management industry
5.2 Tax Regulations
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
5.4.1 CAD to US$ 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 investments – inflow and outflow
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: Cities in Canada by Population (Volume), 2013
Table 3: Canadian Allocations of HNWI Assets (%), 2009–2018
Table 4: Canadian HNWI Holdings Growth (%), 2009–2018
Table 5: Canadian HNWI Alternative Asset Composition (%), 2009–2018
Table 6: Canadian HNWI Trends of Investments in Alternative Assets (%), 2009–2018
Table 7: Canadian Trends in ‘Art, Wine and Wheels’, 2009–2013
Table 8: Global Prime Real Estate Prices per m2 (US$), 2012
Table 9: Canadian HNWI Foreign Investment Allocations (%), 2009–2018
Table 10: Canadian HNWI Liquidity Breakdown (US$ Billion), 2009–2018
Table 11: Canadian HNWI Liquidity Breakdown (%), 2009–2018
Table 12: Canadian UHNWI Allocations and Share of HNWI Assets (%), 2013
Table 13: Canadian Income Tax Bands (CAD), 2013–2014
Table 14:CAD per US$ Exchange Rate, 2009–2018
Table 15: CanadianReal GDP Growth (%), 2009–2018
Table 16:CanadianGDP per Capita (US$), 2009–2018
Table 17: CanadianDomestic Market Capitalization (US$ Billion),2009–2013
Table 18: CanadianCommodity Indices, 2009–2018
Table 19: CanadianForeign Direct Investment (US$ Billion), 2009–2018
Table 20: CanadianInflation Rate (%), 2009–2018
Table 21: CanadianMoney Market Rate (%), 2009–2018
Table 22: CanadianBalance of Payments (US$ Billion), 2009–2013
Table 23: CanadianGovernment Debt as a Percentage of GDP, 2009–2018
Table 24: CanadianStock Market Performance, 2009–2013
Table 25: CanadianHNWI Wealth vs GDP Ratio, 2009–2018
Table 26: Canada – Appendix One
Table 27: Canada – Appendix Two


List of Figures

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Canada
Figure 3: Canadian Asset Price Performance (%), 2009–2013
Figure 4: CanadianHNWI Performance (US$ Billion and HNWI Volume), 2009–2018
Figure 5: Canadian vs Global HNWIs (%), 2009–2018
Figure 6: Canadian HNWI Asset Class Composition (%), 2009–2018
Figure 7: Canadian HNWI Trends in Alternative Assets (US$ Billion), 2009–2018
Figure 8: Canadian Trends in ‘Art, Wine and Wheels’, 2009–2013
Figure 9: Canadian HNWI Foreign Investment Allocations and Growth (%), 2013
Figure 10: Canadian HNWI Global Distribution of Foreign Investments (%), 2009–2018
Figure 11: Canadian HNWI Liquidity Breakdown (%), 2009–2018
Figure 12: Canadian UHNWI Asset Class Composition (%), 2009–2018
Figure 13: CAD to US$ Exchange Rate, 2009–2018
Figure 14: CanadianReal GDP Growth (%), 2009–2018
Figure 15: CanadianGDP per Capita (US$), 2009–2018
Figure 16: CanadianDomestic Market Capitalization (US$ Billion), 2009–2013
Figure 17: CanadianCommodity Indices, 2009–2018
Figure 18: CanadianForeign Direct Investment (US$ Billion), 2009–2018
Figure 19: CanadianInflation Rate (%), 2009–2018
Figure 20: CanadianMoney Market Rate (%), 2009–2018
Figure 21: CanadianBalance of Payments (US$ Billion), 2009–2013
Figure 22: CanadianGovernment Debt as a Percentage of GDP, 2009–2018
Figure 23: CanadianStock Market Performance, 2009–2013
Figure 24: CanadianHNWI Wealth vs GDP Ratio, 2009–2018
Figure 25: CanadianHNWIs – Volume by Wealth Band, 2009–2018
Figure 26: CanadianHNWIs – Wealth by Wealth Band (US$ Billion), 2009–2018
Figure 27: CanadianHNWIs – Wealth per Capita (US$ Million), 2009–2018

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