The 2006 Stenner Investment Partners TrueWealth Report is a confidential, exclusive national study of the views and opinions of Canada’s ultra-affluent. Based on the results of a survey of 165 Ultra High NetWorth (UHNW) individuals, this report serves as a knowledge bank to shed light on what drives the ultra-affluent in their decisions on investing and lifestyle.

• The 2006 Stenner Investment Partners TrueWealth Report is the first study of its kind in Canada.

• This report will have important implications on the economy as well as the business and investment communities.More importantly, it provides a benchmark for UHNW individuals to compare themselves with their peer group.

• The UHNWare defined as individuals with a total household net worth of $10 million or more (including real estate, investments, business interests, and principal residence). Respondents were invited to participate through select professional organizations, referral and personal invitations by peers. Sensus Research conducted the 165 sample survey of UHNWindividuals on behalf of the Stenner Investment Partners.

• The process was secure, 100% confidential and anonymous.

“Ordinary millionaires are usually defined as those with $1-$10 million net worth. The TrueWealth Report is unique in that it zeroes in on the extra-ordinary millionaire: those with $10+ million. Indeed, this is a rare— even elusive—group. While the focus of the survey is on Canadians, this category consists of but four-tenths-of-one-percent of US households. I suspect the proportion is similar in Canada.

“In several important ways, the Canadian and U.S. extra-ordinary millionaires are similar. They both crave privacy and are concerned about security issues. Both tend to be philanthropic on a large scale. Both, for the most part, earned their wealth through hard work and investments, with very few having inherited it. This provokes the universal question of how to inspire the same level of ambition in the next generation.

“The bottom line: it is relatively easy to live the low profile life of “the millionaire next door.” It can be hugely challenging to be a good steward of extra-ordinary wealth.”
William D. Danko, PhD

William D. Danko, PhD, is chair of the marketing faculty at the State University of New York at Albany. He is the co-author of The Millionaire Next Door, a New York Times best-seller. He is currently working on a new book, entitled Richer Than A Millionaire.

Visit TrueWealth Report: Values and Views of Ultra-Affluent Individuals Download Page

You can download full report in PDF format.

“It is possible to give freely and becomemore wealthy, but those who are stingy will lose everything. The generous prosper and are satisfied; those who refresh others will themselves be refreshed.”

ABOUT THE AUTHORS

The Stenner Investment Partners of GMP Private Client is a leading group of private professional advisors based in Vancouver.With a “family office”model, we excel at integrating and managing the affairs of businesses, charitable organizations and families with a net worth of $10 million* or more.

Sensus Research Inc.
Sensus Research Inc., formerly CV Marketing Research Inc., is one of the largest privately owned and operated Canadian marketing research firms. Founded in 1989, Sensus’ focus is to provide clients with marketing research and customer experience measurement solutions that build knowledge in three key spheres of the client’s business: Know your Market, Know Your Customer, Know Your Brand.

Through offices in Abbotsford and Vancouver, Canada, Sensus provides local, national and international clients with smart, customized, leading-edge marketing research solutions founded on proven methodologies. The Sensus team of dedicated research professionals values knowledge, learning and clients’ growth.

Inquisitive, focused and strategic in approach, Sensus delivers research solutions that clients value and trust.

Sensus Research Inc.
220 Cambie Street, Suite 400
Vancouver, BC Canada
V6B 2M9
Main: 604.684.5640
Fax: 604.684.8934
Email: info@sensusresearch.com
Web: www.sensusresearch.com

Irving + Company
Irving and Company is a leading strategic marketing and communications firm that provides the highest quality market analysis, market strategy, corporate communications and creative services to clients in a variety of business and public sectors. Our partners and associates are marketing and design professionals with extensive experience in setting strategic direction and delivering innovative, compelling marketing programs.We specialize in providing cost-effective, flexible and results-oriented marketing solutions to growing enterprises.

From concept to completion, our focus is to provide marketing communication services that enhance our clients’ business while delivering exceptional results.

Irving + Company
220 Cambie Street, Suite 400
Vancouver, BC V6B 2M9
Main: 604.684.8933
Fax: 604.684.8934
Email: info@irvingco.com
Web: www.irvingco.com

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