Glossary

  1. Investor Economics Household Balance Sheet Report—Canada - presents a snapshot of the aggregate financial assets, real assets, financial liabilities and accumulated net worth of all households and unincorporated businesses.
  2. In-house managed wraps (IHMW) - wrap programs where discretionary authority resides with an in-house or affiliated portfolio manager. Like SMWs, the client continues to deal with his/her advisor/broker. In-house managed wraps target clients with portfolios of $100,000 to $1 million. Examples include National Bank Financial Baskets and TDW PIA Core Managed Portfolios.