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Special report: Canada’s top 20 private foundations and the families behind them

How to choose the best outsourced CIO for your family office or foundation

Are you ‘truly’ in sync with your in-house and external professional SFO advisors?

Member Content by Stenner Wealth Partners+

How nine Canadian families and foundations came together to commit $405 million to fight climate change

Illustration of nine hands converging around a green plant

‘Be resilient, so you can roll with changes that come your way’: TD Wealth’s Laura Barclay

How an interest in the unique financial challenges women face led to a career in portfolio management

14 hours ago
Special Reports, Women in family offices

PHOTO OF DONALD TRUMP AND REPRESENTATIVE MELANIE STANSBURY

‘I don’t even know what game they’re playing’: Trump, tariffs and market mayhem

As developments in the Canada-U.S. trade war change from day to day, diversifying—and taking the long view—might be the only way for investors to cope

4 days ago
Wealth

Photos of Claire Sutton, Lucy Ryan and Nancy Marshall

What do women bring to the family office? Emotional intelligence, for one

By their very nature, women have an edge in the family office space, say three family advisors

5 days ago
Fundamentals, Women in family offices

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

6 days ago
Estate Planning

31 podcasts recommended by family office executives and advisors

Some fans tune in for investment trends, market insights or client strategies, others seek to unwind

7 days ago
Fundamentals

‘Exactly where I am supposed to be’: Stephanie Hickmott

The Leith Wheeler principal and portfolio manager on making her way in investment management

March 10, 2025
Special Reports, Women in family offices

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

Explore the vibrant world of nighttime technology as a woman engages with her colorful laptop display

Video: Forthlane’s Martha Simmons explores how to navigate the family office space

And why it’s essential to keep up with the changing landscape

March 6, 2025
Special Reports, Women in family offices

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

Family office behemoths: Our list of the world’s largest MFOs

These firms serve hundreds of ultra-wealthy families, offer every kind of specialist and keep offices around the globe

March 4, 2025
Fundamentals

Modern shopping center with brick facades and large windows at dusk

What real estate debt can do for your portfolio

The good, the bad and some areas of opportunity

March 4, 2025
Member Content

Member Content by Institutional Mortgage Capital (IMC)

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

Stenner Wealth Partners+ is a Multi-Family Office/OCIO 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

Photos of Chris Foster, Martha Simmons and Don Steele

Is your family office doing a good job? A few metrics to consider

Pleasing clients is tops, but Canadian FOs also need to find ways to stand out in an increasingly competitive marketplace

February 19, 2025
Fundamentals

Eight professional designations in the family office space and why they matter

Behind every successful family office is a team of experts with the credentials to support families and their financial journey

January 29, 2025
Fundamentals

Family offices may be falling behind in adopting AI-driven efficiencies

While uptake is low, two Canadian FOs have embraced AI and are enthusiastic about its impact

January 27, 2025
Fundamentals

Download the results of our 2024 Canadian multi-family office survey

Exploring the characteristics, asset allocations and top concerns for Canadian MFOs

January 15, 2025
Fundamentals

This month on Canadian Family Offices: The changing face of philanthropy in Canada

In February, our first special report of 2025 will take a closer look at evolving trends in charitable giving

January 5, 2025
Fundamentals, Philanthropy

Wealth

Presented by PBY Capital

McGugan: Polyanna would be proud of financial markets these days

Donald Trump is throwing a wrench into the gears of the U.S. and global economies. How come markets don’t care?

March 3, 2025
Commentary, Wealth

Big-league stakes: Where to invest $10 million today

Four advisors weigh in, offering options for family offices with a large sum of capital to allocate

February 27, 2025
Wealth

Does ESG have a future?

Amid high-profile corporate defections, a political assault south of the border and legitimate questions about its effectiveness as an investing strategy, family offices are keeping the faith in ESG

February 25, 2025
Wealth

Is it time to get out of—or get into—the U.S. real estate market?

Tariffs and Trump’s takeover threats might be scaring off Canadian investors, and that could create a buying opportunity

February 24, 2025
Commentary, Wealth

Why data centres may be a safer way to play the AI boom

Rather than betting on a winner in the AI revolution, some family offices are backing the infrastructure behind it

February 20, 2025
Wealth

Commentary

Presented by PBY Capital

McGugan: Polyanna would be proud of financial markets these days

Donald Trump is throwing a wrench into the gears of the U.S. and global economies. How come markets don’t care?

March 3, 2025
Commentary, Wealth

Is it time to get out of—or get into—the U.S. real estate market?

Tariffs and Trump’s takeover threats might be scaring off Canadian investors, and that could create a buying opportunity

February 24, 2025
Commentary, Wealth

The backup plan: How reinsurance can protect your assets

Why the reinsurance industry plays a critical role in climate change adaptation—and your portfolio

February 13, 2025
Commentary, Wealth

The power of ‘no’: Why advisors can’t say yes to everything

Desire to please should be balanced by the responsibility to steer clients from financial harm, Elke Rubach writes

February 11, 2025
Commentary

Smart, cheap, but bad with sandwiches: DeepSeek and the market’s lazy assumptions

Panic and complacency over the Chinese upstart show just how simplistic investors’ ideas about AI may be, Ian McGugan writes

February 5, 2025
Commentary, Wealth

Family Business

Presented by PBY Capital

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

When picking the next leader of the family enterprise, don’t let emotion get in the way of good decisions

By sidestepping family dynamics, this structured, data-based approach has proven fair and effective, Gerald Pulvermacher writes

January 20, 2025
Commentary, Family Business

Illustration of a man explaining a chart.

How to get buy-in on family governance: Avoid ‘big, abstract systems and processes’

Rather than relying on best practices, advisors should let families take the lead

January 17, 2025
Family Business

Photos of Wendy Sage-Hayward, Ambreen Bhaloo and Chris Reichert

Levelling the playing field for heirs to the family business, whether they work there or not

What’s fair? What’s equal? How family members can best share not only in the wealth but the opportunity and responsibility that come with it

January 3, 2025
Family Business

Photo of Peter Jaskiewicz and Patricia Saputo

With grant from Patricia Saputo, new chair at U. of Ottawa to prioritize research of family enterprises

$5 million gift enables appointment of FELI’s Peter Jaskiewicz to the position

December 5, 2024
Family Business

Philanthropy

Presented by PBY Capital

Charities, donors concerned about changes to Canada’s Alternative Minimum Tax

A thoughtful, multi-year financial strategy can still maximize the impact of charitable giving

February 28, 2025
Philanthropy, Philanthropy 2025, Special Reports

Who will give? Highlights from our expert philanthropy panel

As Canadians donate less, charities’ focus shifts increasingly to high-net-worth donors and the next generation

February 26, 2025
Philanthropy, Philanthropy 2025, Special Reports

Video: Changing face of philanthropy panel

A link to the full video and transcript of this Canadian Family Offices panel session

February 26, 2025
Philanthropy, Philanthropy 2025, Special Reports

A family legacy: Frederick W. Thompson and his pioneering support for mental health

Thompson’s children remember his commitment to philanthropy—and his “I love Mondays” philosophy

February 13, 2025
Philanthropy

Special report: Charities scramble to engage the next generation

Organizations that don’t consider young peoples’ views are in danger of being left out, but wealth advisors can help

February 12, 2025
Philanthropy, Philanthropy 2025, Special Reports

Estate Planning

Presented by PBY Capital

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

Wealthy families watch U.S. elections with ‘death tax’ in mind

Depending on which party wins, those with U.S. tax exposure should consider doing some complex estate planning

October 15, 2024
Estate Planning

Photo of News Corp. Building in New York City

The Murdoch family legal battle highlights a harsh reality: no trust is airtight

Disputes over trusts are all too common, even in Canada. Here are some ways to minimize the risk

September 23, 2024
Estate Planning

A photo collage - From left: Barbara Kimmitt, partner at Bennett Jones; Christopher Alexander, president of RE/MAX Canada; Christine Van Cauwenberghe, IG Wealth Management’s head of financial planning.

New capital gains rules and cottage estate planning

Don’t sell the property to your child for $1, is one piece of advice from experts who also discuss tax planning and effects of recent rule changes on luxury vacation property market

August 20, 2024
Estate Planning

Life & Family

Presented by PBY Capital

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

Illustration of teenager standing next to sports car

If money talk is taboo in your family, you—and the kids—might pay later

Four advisors offer practical ways for wealthy parents to coach children, demonstrate responsible behaviour and transmit the right values

January 22, 2025
Life & Family

Illustration of a person seeing money falling from the sky

Wealth arrives suddenly, and now you feel ‘like a guest in your own life’

Recipients of a windfall can feel a disorienting loss of identity. ‘The wealth feels like it isn’t truly theirs’

January 21, 2025
Life & Family

Canadian Family Offices and Healthing.ca to host expert panel on success and mental health

Join us on Jan. 17 for a conversation about wellness, wealth, success and stigma

January 10, 2025
Life & Family

More Life & Family Stories

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Member Content

Presented by PBY Capital

The American flag and stock market charts in the background, double exposure photography, abstract expressionism Generative AI, Thane Stenner explains why now may be a good time to rebalance portfolios

Is your family office’s current asset mix too exposed to U.S. markets?

Fact: Strategic asset allocation drives between 85 and 92 per cent of mid- to longer-term investment performance

February 27, 2025
Member Content

Member Content by Stenner Wealth Partners+

A person appears fatigued in front of multiple screens emphasizing the impact of social media fatigue in the digital age

Excessive technology use can worsen existing mental health conditions

Excessive screen time can affect our well-being in a number of ways. Constant notifications, messages and endless scrolling can increase stress and fatigue. Beyond draining our energy, overusing technology can…