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Joel Schlesinger, Canadian Family Offices

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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

Illustration of executive looking at stormy sea

Outlook 2025: Investing strategies to navigate a volatile new year

From taxes and deregulation to Trump tariffs and the spectre of inflation, 2025 could present a delicate dance between opportunity and risk for family offices

December 9, 2024
Outlook 2025, Wealth

Market sentinel Jonathan Baird and what he’s investing in now

Mind behind the Global Investment Letter talks markets, geopolitics and how volatility is here to stay for the 2020s

October 21, 2024
Wealth

Photos of Joseph Abramson, Janet Bannister and Alik Sokolov.

Never mind Big Tech. Family offices find fertile ground among AI upstarts

The next opportunity is Canadian seed-stage firms with proprietary data: ‘We are seeing more and more homegrown tech’

October 9, 2024
Wealth

Photo collage - Clockwise from left: David Vankka, president of ICM Asset Management; John Amonson, founder and president of Unbiased Financial Services Inc.; Rob Tétrault, portfolio manager and head of Tétrault Wealth Advisory Group at Canaccord Genuity Wealth; David MacNaughtan, partner and head of Sagard Healthcare.

The role of royalties in portfolios of wealthy clients

Royalties offer high-yield, diversified income from a growing array of assets, including catalogues of pop songs and groundbreaking new medications.

August 27, 2024
Wealth

Zev Mandelbaum, chief executive officer and president of Toronto-based Altree Developments: “Our family history is one of resilience and perseverance. Both sides survived the Holocaust, and my grandfather got knocked down repeatedly over his life and business career, and always got back up.”

How Zev Mandelbaum’s family aims to avoid ‘shirtsleeves to shirtsleeves’

Toronto-based CEO of Altree Developments is a third-generation member of the family behind H&R REIT

June 27, 2024
Family Business

Over-hyped and oversold: Three advisors who don’t love alts

Family offices are embracing alternative investments, but this asset class presents serious risks that can be overlooked

June 26, 2024
Wealth

alternative investment wealth family office

Amid the scramble for alts, three lesser known investments

Here’s what three Canadian family offices are holding in the alternative sleeve of clients’ portfolios

April 15, 2024
Wealth

Where to invest $1 million right now

Five advisors offer their top picks, from aggressive secondary funds to more defensive infrastructure plays

October 3, 2023
Wealth

technology family office investing private equity VC

After the gold rush: Family offices approach tech investing with caution

‘Tourist’ investors are gone, and cash is flowing into VCs with the best track records rather than hot themes

September 18, 2023
Wealth

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