‘Wealth 3.0’ and what’s next in advising: A chat with Jim Grubman New book sets aside earlier negativity, offers roadmap for thoughtful evolution of financial advisory role December 14, 2023 Fundamentals
Survivor of three successions (one ‘a nightmare’), David Bentall advises from experience His family’s bumpy business experiences shaped his insights into lessons he now shares with others September 14, 2023 Fundamentals
If you want to leave Canada (and its taxes) behind, prepare for a very long goodbye It takes about two years to deal with all the financial implications of pulling up stakes and cutting ties September 13, 2023 Wealth
Nancy Marshall at Prime Quadrant: Don't put clients on a pedestal No matter how wealthy, families need frank advice from advisors who are unafraid to ask tough questions July 31, 2023 Fundamentals
Future of family offices: less isolation, more customization, says Tina Di Vito In 20-plus years in the business, she has watched family offices evolve to fit the needs of their wealthy clients June 8, 2023 Fundamentals
Co-founders of Our Family Office bring decades of world-class experience Neil Nisker and Tim Cestnick talk about how they combined forces to form one of the top wealth management firms in Canada February 23, 2023 Fundamentals
'Young money' advisor builds different kind of wealth management firm Young, driven and with no university degree, he’s helping self-made entrepreneurs live the 'Canadian dream' and find a seat at the table February 16, 2023 Fundamentals
New tech in the family office: Blockchain, AI and younger generations all making impact New tools enable higher-level decision-making while rising gen sparks innovative ideas, says Richa Arora of KPMG January 16, 2023 Fundamentals
Wealthy people and family offices: Hackers see you and know you're not ready Security tech must be enterprise-grade, and internal controls need to improve, says former Googler and cybersecurity expert Mike Krygier November 21, 2022 Fundamentals
As ‘godfather’ of family offices in Canada, Tom McCullough and his vision stand test of time He created a new concept of family management for his own family and others. ‘We really were pioneers’ August 30, 2022 Fundamentals
