Geoff Wilson’s new venture: smoother path ‘using volatility as asset class’ Son of finance minister Michael Wilson offers a gentler ride for investors who have near-term or medium-term goals March 25, 2024 Wealth
In handover to son, John Amonson of Unbiased ‘walks the succession walk’ For founder of Calgary multi-family office, giving up control hasn't been easy, just like with the wealthy families he advises February 26, 2024 Fundamentals
'We've done very, very well': The glories of alt investments, from Robert Janson Exposure to real assets has paid off, and now inflation is ‘wind in our sail,’ says co-chief of Westcourt Capital February 7, 2024 Wealth
Charities adapt to engage with influential wave of next-gen donors Millennials are bringing about an intergenerational shift in donors’ values, strategies and practices April 11, 2022 Philanthropy
Business owners use estate freeze to cut tax, but other benefits add up, too Freezing a company's value is popular during good times, but not-so-good times also work March 18, 2022 Estate Planning
Next-gen donors bring dramatic change, but don’t call them philanthropists Passionate young people are coming to the table and saying, ‘How do we do this differently?’ February 11, 2022 Philanthropy
Christina Sorbara cherishes relationships born of a devotion to philanthropy She throws her whole self into a multifaced approach to fundraising, workshops and ‘relationship management’ February 4, 2022 Philanthropy
Changing makeup of today's families drives dramatic shift in how they manage They are taking a more thoughtful, non-linear approach and saying goodbye to old ‘baggage’ September 15, 2021 Life & Family
Consider it a gift to your family: Using a trust in your will means no surprises later A testamentary trust can protect family inheritances, especially if the surviving spouse remarries August 16, 2021 Estate Planning
A living trust can reduce family taxes, minimize disputes One useful function of these trusts is to split your income among family members who pay lower tax rates July 22, 2021 Estate Planning
