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Single-family offices increasingly relying on MFOs for expertise

Photos of Steve Ivacko, Michael McFaul and Chris Gandhu

No fads, low volatility and a global approach are paramount at women-led Coriel Capital

Excessive technology use can worsen existing mental health conditions

Member Content by The Residence at Homewood

Tim Pickering’s drive to bring commodities diversification to Canadian investors

Tim Pickering, founder of Auspice Capital Advisors, a Calgary-based commodity fund manager: ‘I launched a series of products for a series of types of investors with different needs and appetites and built a diverse business.’

Israelson: The One Big Beautiful Bill could be one big headache for Canadian investors

If the bill becomes U.S. law, its proposals for retaliatory taxes could cost Canadians tens of billions

11 hours ago
Commentary, Wealth

Illustration of older gentleman drowning in paper in his office.

Going paperless is still a dream—or dreaded nightmare—for many single-family offices

There’s nothing wrong with paper, but SFOs are facing growing pressures from inside and out to upgrade their technology

1 day ago
Special Reports, Technology 2025

Picture of hungry young girl in another country

Philanthropy after USAID’s tragic end, and what it means for big-hearted Canadians

Defunding of the huge U.S. program will likely trigger a redo of the global philanthropy landscape. ‘Let’s be perfectly clear: People are going to die’

2 days ago
Philanthropy

Staying married for the kids? Decisions borne of fear are dangerous to all

It’s advisors’ duty to present options, warn of risks and help couples consider the emotional toll of remaining together, writes Elke Rubach

3 days ago
Commentary, Life & Family

‘Mother of the DAF’ saw a need for no-fuss philanthropy

They were a tough sell in 2004, but Jo-Anne Ryan knew donor-advised funds were just what Canadian givers needed

6 days ago
Philanthropy

Investing in fine wine: Savour the flavour—or the ROI?

Devotees start with a passion for the product, but few make it to the level of pure investor

May 29, 2025
Alternative Investments, Special Reports, Wealth

Video: Watch our panel on alternative investments

We gathered four experts to answer a few key questions about alts and the flow of investors into this asset class

May 28, 2025
Alternative Investments, Special Reports, Video

All that glitter: How good is gold now?

With gold reaching record highs of $3,500 an ounce, experts recommend a cautious, strategic approach to investors who are looking to increase their allocations

May 27, 2025
Alternative Investments, Special Reports, Wealth

Steady as she grows: Infrastructure investments ‘well insulated’ from market mayhem

Private projects provide stability even as the U.S. backs away from the asset class’s fastest growing sectors

May 26, 2025
Alternative Investments, Special Reports, Wealth

McGugan: Let’s stop looking for method in this madness

If Donald Trump’s tariff turmoil, open embrace of corruption and spendthrift tax proposal haven’t convinced investors the President is unhinged, what will?

May 23, 2025
Commentary, Wealth

Calgary emerging as a city of venture capital innovation

In advance of the annual CVCA conference, three Calgary-based funds talk about why they see a bright future

May 22, 2025
Alternative Investments, Special Reports, Wealth

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We offer high-quality, income producing, commercial mortgage portfolios for institutional, family offices and high net worth investors.

We help Canadian families live their best lives—simplifying wealth, aligning values, and guiding transitions with sound advice. For those who view family as their most treasured asset, we see you, and your family's success, as our top priority.

Stenner Wealth Partners+ is a Multi-Family Office/OCIO Outsourced Consulting Team serving Canadian and US investors/households and Family offices/Foundations with generally a minimum of 10M+ in investable assets or 25M+ net worth. Net worths of clients range between $25M To $2.5B+.

One of Canada’s top private mental health treatment facilities specializing in addiction, anxiety, depression, trauma and OCD, delivered with discretion and confidentiality.

At PwC Canada, our purpose is to build trust in society and solve important problems.

PearTree Canada was founded over 15 years ago to assist philanthropic high net worth individuals to give more, doing it efficiently, elegantly and strategically.

Specialized solutions that are right for you. Independent, focused investment strategies for Canadian investors.

Canso believes that fundamental analysis and security selection adds value compared to a more passive approach.

Providing our clients with the strongest investment strategies possible.

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Fundamentals

Presented by PBY Capital

Photo of business people meeting in an office.

Do you have the soft skills needed to work at a family office?

Once considered secondary, these talents have become essential to long-term success for job candidates

May 2, 2025
Fundamentals

Illustration of scary monster with a dollar sign on his chest

Tariffs and turmoil aside, what’s keeping FO advisors awake at night?

Economic upheaval is top-of-mind, but advisors have a long list of other concerns on their plates

April 28, 2025
Fundamentals

Peter Jessiman: ‘There’s just great idea-share and mindshare in this space’

The CEO of Winnipeg-based single-family office JFII talks about market mayhem, investing discipline and the need for family office networking

April 23, 2025
Fundamentals

Pictures of John Amonson, Declan Ramsaran, Marvin Schmidt, Christopher Foster and Elke Rubach.

Client reaction to Trump is all over the map, family office advisors say

Business families feel pain, others want to sell U.S. stocks, and yet others want to buy. But none are panicking

April 22, 2025
Fundamentals

We are fast approaching the day when family offices need an embedded risk-management team

Hiring an in-house solution—covering digital, reputational and safety concerns—is the new best practice, writes Liam Card

March 27, 2025
Commentary, Fundamentals

Wealth

Presented by PBY Capital

Four photos showing investment advisors Brian Madden, Mindy Mayman, Theresa Shutt and Robert Janson.

Warren Buffett is amassing cash, but Canadian FOs follow their own paths

Family offices are shifting away from U.S. equities and continuing to embrace alts and other unique investments

May 21, 2025
Alternative Investments, Special Reports, Wealth

Illustration of businessman making a decision

Rapid growth of private credit in Canada has come with losses for some

Keith McLean spotlights inherent risks and advises on how to approach liquidity and structure a deal

May 20, 2025
Alternative Investments, Special Reports, Wealth

Illustration of man dancing while money falls from the sky

The much-hyped ‘great wealth transfer’? Most will never see it

The dollar amounts are large, but inheritances will be concentrated among the top percentage of wealthy families

May 14, 2025
Estate Planning, Wealth

Illustration of executive on a hamster wheel

Is private equity still spinning its wheels?

Some market observers say a return to deal-making will take the sand out of PE’s gears despite market volatility, although family offices still offer needed capital

May 13, 2025
Alternative Investments, Special Reports, Wealth

Pooling money helps families past multi-million minimums for higher-quality alts

Rapidly growing interest in alternative investments is also improving access to good managers and spreading risk

May 8, 2025
Alternative Investments, Special Reports, Wealth

Commentary

Presented by PBY Capital

Illustration of senior citizens standing in front of building

The Age of Opportunity: Investing in eldercare

An aging population and an inadequate supply of senior care accommodations create opportunities to invest in long-term care facilities

May 6, 2025
Commentary, Wealth

Children in the crossfire: What HNW divorce does to heirs and the next gen

Damage can extend through estate plans, family businesses, trusts and every generation that follows

May 5, 2025
Commentary

The forecast for U.S. recreational property: Warm and sunny with a chance of disaster

As Canadian snowbirds try to unload their U.S. vacation properties, is this a buying opportunity?

April 29, 2025
Commentary

What we can learn from high-profile couples who have split

The biggest threat to generational wealth isn’t market risk or tax—it’s a poorly handled divorce, writes Elke Rubach

April 21, 2025
Commentary

Illustration of construction workers by a factory

McGugan: The case for building stuff again

In their new book, “Abundance,” authors Ezra Klein and Derek Thompson propose that governments need to clear away regulation and get things done

April 15, 2025
Commentary, Wealth

Family Business

Presented by PBY Capital

Photo of businessman with his wife and daughter

‘Managing up’ and other ways to give the next gen a foothold in the family

Inheritors are ‘often ready to take part in decision making long before they’re given the ability to do so’

May 12, 2025
Family Business

How this Black-owned family business is building a ‘different kind of Canadian story’

For Erica Herbert and her children, Ode is not just a successful hotel, but a legacy for future generations

April 2, 2025
Family Business

What ‘new money’ can learn from ‘old money’

How governance, wealth stewardship and entrepreneurship have helped some of the world’s oldest wealthy families prosper

March 7, 2025
Family Business

With multiple family members at the wheel, family businesses can go off-track

Myriad management configurations bring myriad risks: How to navigate rocky relationships, underperformance and succession

March 5, 2025
Commentary, Family Business

Photos of Jennifer Williams, Pamela Cross and Eric Gilboord

At a succession dead end? Feds offer tax help for family businesses with no heir

New federal option offers capital-gains incentives to ease transfer of business ownership to employees

January 28, 2025
Family Business

Philanthropy

Presented by PBY Capital

‘Deliberately challenge yourself’: How Annabelle White overcame adversity to find her mission

The founder of purpose-driven single-family office Dragonfly Ventures talks about her challenges and triumphs

May 15, 2025
Philanthropy

Illustration of man and woman in front of smokestack

Climate Champions: Families team up to ignite philanthropic passion for a neglected cause

Two-thirds of Canadians call climate a major crisis, yet it draws only 1% of total charitable giving. Some donors want to change that

May 7, 2025
Philanthropy

‘You have to put your money where your mouth is’: Dr. Anne Neufeld’s path to philanthropy

For the entrepreneur and mental health advocate, a donor-advised fund has been a rewarding avenue to giving more effectively

April 25, 2025
Philanthropy

Hilary Pearson championed family foundations in Canada, changing the course of philanthropy

Long-time advocate reflects on the role of foundations, how family offices can better handle philanthropy and the generational challenges to giving

April 14, 2025
Philanthropy

Highlights from Canadian Family Offices’ 2025 Philanthropy Survey

We asked donors and their advisors where and how they give—and how the next generation might change the landscape

April 4, 2025
Philanthropy

Estate Planning

Presented by PBY Capital

The much-hyped ‘great wealth transfer’? Most will never see it

The dollar amounts are large, but inheritances will be concentrated among the top percentage of wealthy families

May 14, 2025
Estate Planning, Wealth

In trusts we trust: Three structures to reduce, defer and freeze taxes

While trusts offer tax efficiency and estate protection, they can be quite complicated and expensive to administer

April 16, 2025
Estate Planning, Taxes 2025

An advisor’s headache: Clients whose lawns are in better shape than their estate plans

‘It’s very challenging to try to deal with someone who really should have done this 10 or 15 years ago,’ says lawyer Margaret O’Sullivan

March 12, 2025
Estate Planning

Photos of Cindy David, Rhonda Rudick and Kathy Bright

Equalizing heirs in the will is a delicate dance for business families

Ensuring harmony among next generations often requires prepayment of taxes, specialty insurance, proper valuation of assets

January 14, 2025
Estate Planning

Photos of Cindy David and Andrew Jeffery

Writing a will with strings attached? Estate planners want a word

Relying on your will to force changes in behaviour after you’re gone is likely to strain family relationships

November 4, 2024
Estate Planning

Life & Family

Presented by PBY Capital

Marilyn Lightstone with cast and crew of Your All Time Hit Parade

Marilyn Lightstone: ‘A unique force in the arts’

The acclaimed actress, singer and podcaster talks about giving back, reinventing herself, and how a relationship that has been her bedrock for more than six decades got its start

May 9, 2025
Life & Family

Having crossed the U.S. off their lists, where are the wealthy travelling now?

Europe’s second- and third-tier destinations are hot, and islands will always be chic, says luxury travel expert Cari Gray

April 30, 2025
Life & Family

For advisors, preparing family office clients for retirement is about more than the numbers

‘Retiring’ clients need to shift their focus to personal desires and goals, if they’ll even discuss slowing down

April 3, 2025
Life & Family

The personality traits of high performers: highlights from our expert panel

‘The same traits that can propel someone to great success, can also make them vulnerable’

February 20, 2025
Life & Family

Expert panel: The mental health challenges of high performers

Successful people can ‘derive a lot of identity from their achievements, which can be good, but can also tip over and be very harmful’

January 30, 2025
Life & Family

More Life & Family Stories

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Special Reports

Presented by PBY Capital

Warren Buffett is amassing cash, but Canadian FOs follow their own paths

Family offices are shifting away from U.S. equities and continuing to embrace alts and other unique investments

May 21, 2025
Alternative Investments, Special Reports, Wealth

Rapid growth of private credit in Canada has come with losses for some

Keith McLean spotlights inherent risks and advises on how to approach liquidity and structure a deal

May 20, 2025
Alternative Investments, Special Reports, Wealth

Illustration of female executive with a question

All about alts: Take our survey, sign up for our expert panel

Our short survey on alternative investments is now live, and registration for our May 22 panel is open

May 16, 2025
Alternative Investments, Special Reports

Is private equity still spinning its wheels?

Some market observers say a return to deal-making will take the sand out of PE’s gears despite market volatility, although family offices still offer needed capital

May 13, 2025
Alternative Investments, Special Reports, Wealth

Pooling money helps families past multi-million minimums for higher-quality alts

Rapidly growing interest in alternative investments is also improving access to good managers and spreading risk

May 8, 2025
Alternative Investments, Special Reports, Wealth

Member Content

Presented by PBY Capital

Personalized care for clients at a top mental health treatment centre is key differentiator for The Residence at Homewood

The Residence at Homewood, recognized as one of Canada’s premier accredited private mental health and addiction treatment centres, offers personalized care in a serene, therapeutic setting. The proximity…

May 22, 2025
Member Content

Member Content by The Residence at Homewood

Why alternatives can be an answer to market volatility

Uncertainty and wild market swings are the new normal thanks to President Donald Trump’s global trade war. Philip Marion, Managing Director and Portfolio Manager at Foster & Associates, makes the case for alternatives as a way to de-risk and future-proof a portfolio.

May 13, 2025
Member Content

Member Content by Foster Family Office

Man holding a sign that says mean reversion

Seeking patterns of profitability through “mean reversion” lens

Family offices seeking to increase probabilities of long-term outperformance must grasp how mean reversion is critical to avoiding buying high and selling low, states consulting expert Thane Stenner.

May 6, 2025
Member Content

Member Content by Stenner Wealth Partners+

An origami bird takes flight and is different than the others

Highlights from the Canso Corporate Bond Newsletter for April

The high yield market continues to find optimism in low default rates supported by significant refinancing activity over the last year, even as the repricing of default risk…

May 2, 2025
Member Content

Member Content by Canso Investment Counsel Ltd.

A child holding a cutout family in their hands.

What is a family office?

With a wave of new entrants to the industry all the time, what does ‘family office’ really mean? For Christopher Foster, CEO of Foster & Associates, the answer is simple: helping Canadian families lead their best lives.

April 28, 2025
Member Content

Member Content by Foster Family Office

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