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Daina Lawrence, Canadian Family Offices

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Kevin Dehod, president at Calgary-based CWB Wealth Partners: “It's challenging as an independent boutique to grow your business past $1 billion.”

Kevin Dehod of CWB: impact of $900 million AUM exit

Calgary-based president of CWB Wealth Partners says move from owner to investor mindset allows him to help clients – including business owners, family offices

September 4, 2024
Wealth

Trevor Maunder, CEO at Peerage Capital: “We stick to very focused platforms: real estate, asset management, and storage.”

Trevor Maunder at Nadal’s Peerage: ‘Just find good businesses’

The CEO of the investment vehicle of Miles Nadal’s family office on his unexpected career trajectory and the firm’s investment philosophy

August 22, 2024
Wealth

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

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.’

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

CIO shares thoughts on working with regulators to bring commodities to a wider market through ETFs and mutual funds

August 12, 2024
Wealth

Leah Tolton, partner with Bennett Jones in Edmonton: “Problems are usually more complex than one advisor can handle or address, given their perspective and their training.”

When a lawyer steps in: Leah Tolton and family businesses

With ‘a massive transition of wealth and of business interests,’ enterprising families need advisors to work together, says Edmonton Bennett Jones lawyer with FEA