Many Canadians turn to a financial advisor for help with money matters and retirement planning. But for the wealthy, the complexity of preserving, managing and passing on their wealth calls for services beyond what even the most experienced advisor can offer. “Whether you built it or inherited it, with wealth comes responsibility and complexity,” says Alan Desnoyers, vice-president and managing director at BMO Private Banking, the Bank of Montreal arm that serves high-net-worth clients.
Canada’s richest people are a small but growing group that’s on track to control almost 70 per cent of personal wealth in the country. With at least $1-million each to plunk into a portfolio, these individuals tend to take a different approach to investing than the other 95 per cent of the Canadian population.
Want to grow your investment portfolio with whisky and Pernod? There’s a niche ETF for that – along with a slew of other exchange-traded funds focused on narrow market segments or themes. “There are some wild ones,” says Brent Vandermeer, a portfolio manager and executive director, private client group, at Vandermeer Wealth Management in Ottawa. “You can pretty much filter down to anything you want.”Close to 2,300 niche or thematic ETFs were launched in the past decade.
Muck Rack makes it simple to find people, tweets, or articles that mention any name, keyword, company, hashtag etc. We've compiled this guide to help you make the most of your search.
Selecting a term
Start searching tweets, articles from media outlets, articles mentioned in tweets, journalists'
names, titles and bios with some suggested searches:
Companies or Topics (e.g. iPhone, Microsoft)
Phrases (e.g. "cloud computing") — use quotes to keep the terms together
Twitter handles (e.g. @username) — returns those who have mentioned or replied to
Names (e.g. "David Pogue")
Hashtags (e.g. #sxsw, #london2012)
Bio details (e.g. vegan, Olympics, father)
Muck Rack's Advanced Search allows for many boolean operators.
Find results that mention multiple specified terms, use AND or
+. For example, ensure each result contains both Elon Musk and Mark Zuckerberg by
searching Obama AND Romney or Obama + Romney.
Use the operators OR or , to broaden your search when you'd like either of
multiple terms to appear in results. (This is the default behavior of our search when no operators
are used.) For example, search for democrat OR republican to find results that refer to
Democrats and/or Republicans.
Use NOT or - to subtract results from your search. For
example, searching Disney will yield results about the Walt Disney Company as well as Walt Disney
World Resort. To exclude mentions of Disney World, search for Disney -World or Disney
When using one of these operators with a phrase, enclose it in quotation marks. For example, you can
find results about smartphones excluding Apple's iPhone 4S by searching smartphone -"iPhone
Exact case matching or punctuation
If you're searching for a brand name or keyword that relies on specific punctuation marks or capitalization, you can
find results that match your exact query by adding matchcase: before the keyword you're searching for, like matchcase:E*TRADE .
Use parentheses to separate multiple
boolean phrases. For example, to find journalists talking about having fun in Disney World or
Disneyland, search for ("disney world" OR disneyland) AND fun.
An asterisk can be used to search for any variation of a root word truncated by the asterisk. For example, searching for admin* will return results for administrator, administration, administer, administered, etc.
A near operator is an AND operator where you can control the distance between the words. You can vary the distance the near operation uses by adding a forward slash and number (between 0-99) such as strawberries NEAR/10 "whipped cream", which means the strawberries must exist within 10 words of "whipped cream".